Alikos Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm builds diversified portfolios primarily using passively managed mutual funds and exchange-traded funds, focusing on low-turnover strategies such as those from Dimensional Fund Advisors and Avantis Investors. Alikos creates custom investment policy statements for clients, monitors portfolios continuously, and holds regular progress reviews. In addition to investment management, the firm offers standalone financial planning covering personal goals, education funding, taxes, cash flow, estate planning, and retirement. Alikos also utilizes independent third-party managers for specific strategies like fixed income or environmental, social, and governance preferences.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable based on family relations, account size, and the level and scope of services requested. Immediate family members' accounts are aggregated.