Vanguard Advisers Inc
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About this Advisor
Andrew Kopasakis is a certified financial planner who works in Charlotte, North Carolina, who has been in the industry for 11 years. Kopasakis is an employee of Vanguard Advisers Inc. Throughout their career, they have worked at Johnson And Wales University, The Vanguard Group, Inc, Ballantyne Hotel and Portfolio Capital Management. Kopasakis maintains a Series 63 license, designating them as a securities representative, and can operate in North Carolina and Texas. Vanguard Advisers Inc is an advisory company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 people on staff. It manages $151 billion in assets among its 661,667 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Vanguard Advisers Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Kopasakis Work History
Andrew has 11 years of experience.
The Vanguard Group, Inc
Portfolio Capital Management
Johnson And Wales University
Andrew Kopasakis has no disclosures.
Please visit their SEC profile for more details.