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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012

602-931-5043

About Life Managed

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle.

Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors.

Click HERE to schedule a meeting or a phone call.

General Information

Firm Start Year

2020

No.of Employees

2-4

CRD#

5774816

Firm CRD#

151367

Name of Custodial Firm

Charles Schwab

States Licensed in

AZ

Years of Experience in Financial Services

12

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, Video Conference, At your home

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7

Firm Information

Advisor's Number of Clients

100

Advisor's Number of Planning Clients

100

Assets Managed by Advisor

$85,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Hourly

Fee % Based on Assets

1

Hourly Rate

$350

Additional Details on Charges

We can determine the scope of work and complexity before engaging. Everything is disclosed and we are completely transparent with what the projected cost will be.

Minimum Fee Charged for Managed Accounts

$1800

Minimum Fee Charged for Hourly Planning Accounts

$1800

Education

Master's of Science - Finance

Northeastern University
01/01/2015 - 07/31/2016

Business Administration - Finance

University of Northern Colorado
08/01/2004 - 05/20/2008