Advisor at Secure Wealth, Inc.
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Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with one year of industry experience. He holds a Series 65 designation and has been the owner of Olympic Golden Retirements LLC since 2001, where he focuses on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans, managing approximately $113 million in discretionary assets. The firm emphasizes structured notes with downside protection and uses a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.
Based on Secure Wealth, Inc.
Based on Secure Wealth, Inc.
2% annually (flat fee) based on the value of structured notes, charged monthly at 0.167% of AUM
Account minimum: $250,000
Burlington, NC
North Carolina
Secure Wealth, Inc.
2025 - Present (1 year)
Olympic Golden Retirements LLC
2001 - Present (25 years)
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