WB
CFP

Warren Elliot Binstock

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
913 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:From $1,500
Hourly Rate:$300/hr

TCM charges an annual fee based on a percentage of assets under management. The fee schedule is negotiable and varies based on factors like anticipated assets and portfolio management requirements. They also offer limited scope financial planning for non-investment management clients at an hourly rate of $300, with a minimum engagement of $1,500. Fees are payable quarterly in advance, with limited exceptions billed in arrears.

Areas of Practice
Retirement Planning
Loading...

Advisor Information

Office location

13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Telos Capital Management, INC.
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Tiaa-Cref Advice and Planning Services
October 2013 - April 2015 · 1 yr 6 mos
TD Ameritrade, INC.
April 2010 - October 2013 · 3 yrs 6 mos
Amerivest Investment Management, LLC
June 2009 - October 2013 · 4 yrs 4 mos
Citigroup Global Markets INC.
January 2008 - May 2009 · 1 yr 4 mos
Charles Schwab & Co., INC.
March 2002 - October 2007 · 5 yrs 7 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.