Telegraph Equity Partners (TEP) is an investment advisory firm specializing in managing stock portfolios for individuals, businesses, and institutions. TEP uses a fundamental "value" approach, seeking to buy companies at a discount to their intrinsic value. TEP manages separate accounts for each client and requests authority to make trades without asking first. TEP does not participate in wrap fee programs.
Assets Under Management$65M
Clients13
Advisors1
Avg. per Client$5M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Telegraph Equity Partners charges an annual fee based on the value of your portfolio, ranging from 1.0% to 2.0%. This fee is negotiable, and you can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice. Fees are deducted from your account quarterly, in advance.
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