Financial Telesis Company is a registered investment advisor located in Solvang, California, founded by Jeffrey W. Little. The firm offers investment management services to individuals, business retirement plans, trusts, estates, charitable organizations, and small businesses. Financial Telesis Company uses proprietary mathematical formulas and trend analysis to detect short-, medium-, and long-term price trends rather than following a traditional buy-and-hold philosophy. Portfolios may hold significant cash positions during down markets to preserve capital. The firm operates on an hourly fee and asset-based fee structure, using Charles Schwab as an independent custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual rate is 1.0%. Portfolios with an objective of capital preservation or short-term fixed income only are charged a lower annual rate of 0.40%. All fees are negotiable.