Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christakis? Claim Your ProfileChristakis Charalambous is a financial advisor at Leo Wealth, LLC. Christakis Charalambous is a Chartered Financial Analyst and has been in the industry since June 2011. Christakis Charalambous is registered with the state of New York. Leo Wealth, LLC is a Registered Investment Advisor with offices in New York and Hurst, Texas. The firm manages over $1 billion in assets for individuals, families, and businesses. The firm's services include financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
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NY
08/09/2021 - Present
LEO Wealth, LLC (NEW YORK NY)
Active
Inactive
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