Bruce Sherman is a registered investment advisor at Telos Capital Management, INC., based in La Mesa, CA, with 27 years of industry experience. Bruce 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
La Mesa, CA
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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 →Employment History
Current Registrations
Telos Capital Management, INC.
Previous Registrations
A&m Investment Management
Sherman Investment Management, INC.
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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