Andrew Weld is a CFA-designated registered investment advisor at Telos Capital Management, INC., based in San Diego, CA, with 20 years of industry experience. Andrew 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
Andrew provides expertise and counsel to the San Diego Rescue Mission's Finance Committee on investment strategy. This activity requires minimal time commitment.
Employment History
Current Registrations
Telos Capital Management, INC.
Previous Registrations
A&m Investment Management
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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