Timothy Drake
Timothy Drake is a CFP-designated registered investment advisor at Telos Capital Management, INC., based in Mission Viejo, CA, with 12 years of industry experience. Timothy 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
Mission Viejo, 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 →Other Business ActivitiesSells Insurance
Timothy is a full-time employee of Chamberlain Consulting Group. He is also insurance licensed (Life, Accident & Health) to assist advisory clients and is a health insurance agent with Anthem, dedicating minimal time to this.
Employment History
Current Registrations
Telos Capital Management, INC.
Previous Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Spire Wealth Management, LLC
Spire Securities, LLCBroker
State Registrations1 state
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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