Nilos T. Sakellariou
NTS Bearing-Total Wealth Management.
61 Cornhill Street
Annapolis, MD 21401
4102631313
About NTS Bearing-Total Wealth Management.
NTS Bearing is a registered branch of Arete Wealth Management LLC., member FINRA, SIPC & NFA. NTS
Bearing offers the professional experience and investment knowledge of Mr. Nilos T. Sakellariou,
CFM, who for over 27 years has helped high net-worth individuals and prominent families achieve
their financial goals, grow & preserve their wealth and build lasting legacies for their future
generations and loved ones.
Using a private family office model, Mr. Sakellariou manages his firm within the parameters of
his core principles: trust, knowledge, integrity, discretion and an unwavering focus on overall
investment results. The firm's emphasis on the private family office model ensures a level of
service which distinguishes and sets NTS Bearing apart from the standard cookie-cutter mentality
prevalent at the big-name investment houses. The firm is uniquely positioned to offer customized
investment strategies tailored to each client's unique circumstance. Mr. Sakellariou's
proprietary CORE Equity Strategies and Defensive Capital Appreciation Methodology provide unique
opportunities for those clients who desire more breadth from their investment portfolios.
I sincerely invite you to contact us to fully appreciate how my firm can enhance your family's
financial future.
See Disclosures
General Information
Firm Start Year
2000
No. of Employees
2-4
CRD#
2108146
Firm CRD#
124504
Name of Broker/Dealer
Arete Wealth Management
Years of Experience in Financial Services
29
Number of Years with Current Firm
9
Work Experience
Currently a Partner at Arete Wealth Management, a full-service boutique that blends together the gold standard in Financial Advisory, Wealth Management and Asset Custody. My client responsibilities include overseeing all financial planning work and investment strategy decisions within the Annapolis Maryland Office. My past experience includes 19 years (1990-2009) with Merrill Lynch as a Vice-President, Wealth Management Advisor and having earned the CFM designation.
Work with the following types of clients
Individual Investors, Businesses
Foreign Languages Serviced
French
Advisory Services Provided
Risk Management, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFM
Securities Licenses
Series 65, Series 63, Series 31, Series 10, Series 7, Series 66
Insurance and Annuity Licenses
Annuity, Life, Long Term Care
Financial Organization Memberships
National Association of Personal Financial Advisors (NAPFA)
Firm Information
Firm's Number of Clients
120
Firm's Number of Planning Clients
120
Firm's Number of Managed Clients
120
Assets Managed by Firm
150,000,000
Advisor's Number of Clients
120
Advisor's Number of Managed Clients
120
Advisor's Number of Planning Clients
120
Assets Managed by Advisor
200,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Fee % Based on Assets
0.85
Additional Details on Charges
Many accounts qualify for lower fees based on scope of work and size of the overall relationship. I make every effort to provide my clients with the most competitive fee schedule possible.
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1852757/rothira-NTS-Bearing-Total-Wealth-Management.-detailed-disclosure.html
Disclaimer
All information provided is true to the best of my knowledge.