Telos Partners LLC is a registered investment advisor with offices in Connecticut and Utah, founded in 2026. The firm offers comprehensive wealth management services, including ongoing portfolio management, personalized financial planning, project-based consulting, and bespoke family office services. Telos Partners specializes in long-term, growth-oriented investment strategies and incorporates environmental, social, and governance screening when requested by clients. The firm also coordinates closely with outside professionals, such as estate attorneys and accountants, to provide holistic financial advice. Telos Partners serves individuals, high-net-worth families, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Fees are negotiable and may vary by client. Family office consulting is also available for $140,000 to $240,000 annually.