Daniel Sheehan is a registered investment advisor at Telos Wealth Advisors, based in Charlotte, NC, with 2 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Telos Wealth Management's investment management fee is based on the value of your investments and is charged in advance each quarter. The fee can be up to 1.50% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with Telos. Fees may be negotiable.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Telos Wealth Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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