Andrew
Kopasakis

Vanguard Advisers Inc

CRD#5841493
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Parkway 1 North Falls Plaza, Ste 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$160,926,810,750

NC Average: $15,833,994,310
Total Number of Employees

984

NC Average: 41
Total Number of Accounts

460,532

NC Average: 3,342
Average Account Size

$349,437

NC Average: $4,737,880

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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.

2010 - Present (9 years)

The Vanguard Group, Inc

2010 - 2010 (0 years)

Portfolio Capital Management

2008 - 2012 (4 years)

Ballantyne Hotel

2007 - 2010 (3 years)

Johnson And Wales University

Disclosures

Andrew Kopasakis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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