Stefan Meierhofer is a CFA, CFP-designated registered investment advisor at Telos Capital Management, INC., based in San Diego, CA, with 26 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 956 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $300K | 1.75% |
| $300K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 0.85% |
Rates shown are for the Sherman Core Individual Equities Portfolio (Category I). Standard portfolios are charged a flat 1.00%, McCuen portfolios range from 0.25% to 0.75%, and Sherman Income/Index portfolios (Category O) range from 0.55% to 1.00%.
Fee Estimator
Location
13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stefan serves on the Investment Advisory Committee for the Office of the City Treasurer, dedicating minimal time annually to reviewing policies and recommending changes since 2013. He also provides expertise and counsel on investment strategy to the San Diego Rescue Mission's Finance Committee, spending minimal time quarterly since 2022.
Employment History
Current Registrations
Telos Capital Management, INC.
Previous Registrations
A&m Investment Management
Alexander & Muckermann
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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- Charles Chamberlin, CFATelos Capital Management, INC.