Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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

Number of Years with Current Firm

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

Portfolio Management, Risk Management

Services

Investment Types

Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds

Can meet clients in the following ways

Our Office, Email, Phone, Your Office

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 63, Series 66, Series 65, Series 31, Series 10, Series 7

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

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

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1852757/retirementplanning-nts-bearing-total-wealth-management.-detailed-disclosure

Disclaimer

All information provided is true to the best of my knowledge.