Telos Capital Management is a registered investment advisor headquartered in San Diego, California. The firm provides discretionary investment management and financial planning services for individual investors, high-net-worth individuals, trusts, estates, charitable organizations, retirement plan participants, and small businesses. Telos Capital Management builds customized portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, focusing on asset allocation and fundamental analysis. The firm offers several distinct portfolio strategies, including growth, dividend, and fixed income options, and incorporates estate planning coordination through a partnership with an independent technology platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $300K | 1.75% |
| $300K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 0.85% |
Rates shown are for the Sherman Core Individual Equities Portfolio (Category I). Standard portfolios are charged a flat 1.00%, McCuen portfolios range from 0.25% to 0.75%, and Sherman Income/Index portfolios (Category O) range from 0.55% to 1.00%.