Nicholas Stecklein is a CFP-designated registered investment advisor at Telos Partners LLC, based in Lehi, UT, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 65 clients with $140M 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 $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Fees are negotiable and may vary by client. Family office consulting is also available for $140,000 to $240,000 annually.
Fee Estimator
Location
Lehi, UT
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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 Partners LLC
Previous Registrations
Dfpg Investments, LLCBroker
Diversify Wealth Management, LLC
North Capital
North Capital Private Securities CorporationBroker
Dfpg Investments, LLCBroker
Firstpurpose Wealth LLC
Moss Adams Wealth Advisors LLC
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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