Michael Launer is a registered investment advisor at Telos Solutions, based in Edina, MN, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 17 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Telos Solutions' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 2%. The specific fee schedule is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are collected quarterly.
Location
Edina, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Telos Solutions
State Registrations1 state
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