Telos Capital Partners provides investment advice and financial planning to individuals, high net-worth individuals, and businesses. The firm manages investments in stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like retirement, taxes, insurance, and estate planning. For qualified clients, Telos Capital Partners also advises on hedge funds, real estate, and private equity investments.
Assets Under Management$45M
Clients54
Advisors3
Avg. per Client$840K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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