AK

Aaron Michael Kaplan

7 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
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Telos Capital Management, INC.
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Nylife Securities LLCBroker
March 2018 - November 2023 · 5 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.