Telos Wealth Management offers investment advice to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. Telos provides investment management services using mutual funds and ETFs, and financial planning services covering areas like risk management, retirement, and education funding. Telos may also recommend independent investment managers. Telos also acts as a subadvisor to other advisory firms.
Assets Under Management$58M
Clients75
Advisors3
Avg. per Client$770K
Avg. per Advisor$19M
Fee Structure
Telos Wealth Management's investment management fee is based on the value of your investments and is charged in advance each quarter. The fee can be up to 1.50% per year, depending on the complexity of your situation, the amount you invest, and your overall relationship with Telos. Fees may be negotiable.
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