Alikos Wealth Management manages investment portfolios for individuals, retirement plans, trusts, and businesses. Alikos works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. Alikos also offers financial planning services covering areas like education, tax, retirement, and investments. Alikos may utilize independent managers for certain investments.
Assets Under Management$67M
Clients34
Advisors2
Avg. per Client$2M
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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 or individual circumstances including account size and the level and scope of the services requested. Alikos generally requires a minimum annual fee of $10,000 for new clients. The minimum fee will not result in a client being charged more than 3% annually of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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