Telos Solutions offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. For investment management, Telos creates and manages portfolios based on a client's individual needs, objectives, risk tolerance, and liquidity needs. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning.
Fee Structure
Telos Solutions' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0% to 2%. The specific fee schedule is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are collected quarterly.