Financial Telesis Company provides investment management services to individuals, business retirement plans, trusts, estates, charitable organizations, endowments, and small businesses. The firm's services include portfolio development, investment management, and reporting. Financial Telesis continuously monitors client investments and makes adjustments to maintain consistency with client goals and investment strategies.
Assets Under Management$19M
Clients55
Advisors1
Avg. per Client$350K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For portfolios with an objective of capital preservation, or short-term fixed income only, the annual rate is 0.40%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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