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Neoklis Kypreos

Advisor at Axion Financial Group LLC

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Axion Financial Group LLC logo

Firm

Axion Financial Group LLC

Location

Bethany Beach, DE 19930

Credentials

Series 65

Industry experience

15 years

About

Neoklis Kypreos is a financial advisor with Axion Financial Group LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Axion Financial Group since 2011 and is also the managing member of Front Gate LLC. Kypreos serves on the Board of Trustees of the Salisbury School Foundation. Axion Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies, including long and short positions, options, and allocations to private market and alternative vehicles, and maintains active relationships with other advisory firms through referrals and fee-sharing arrangements.

Client services

Based on Axion Financial Group LLC

Financial planning Portfolio management

Expertise

Based on Axion Financial Group LLC

Private / alternative investments Active portfolio management College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial Planning fees between $1,000 and $10,000 depending on complexity

Percentage

$1 - $999,999: 1.25% $1,000,000+: 1.00%

Other

Account minimum: $500,000

Location

33258 Kent Avenue

Bethany Beach, DE 19930

Most active in

Delaware · Pennsylvania

Work history

Axion Financial Group LLC (154991)

2011 - Present (15 years)

Frontgate, LLC

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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