Telos Wealth Management is a registered investment advisor based in Washington. The firm offers personalized investment management, ongoing financial planning, and project-based financial planning. For investment management, Telos Wealth Management builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, and holds discretionary authority to trade on behalf of clients. When appropriate, the firm may also utilize outside managers. The financial planning services cover a wide range of topics, including business consulting, cash flow and debt management, college savings, employee benefits, estate planning, insurance reviews, retirement planning, risk management, and tax planning strategies. Telos Wealth Management operates as a fee-only firm, meaning they are compensated exclusively by clients and do not accept commissions or third-party product sales fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fees are negotiable. Household accounts may be aggregated for fee billing purposes.