Telos Capital Management, INC.
Assets Under Management
$1.4B
Number of Clients
913
Number of Advisors
12
Average Client AUM
$1.5M
AUM per Advisor
$117.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Telos Capital Management, Inc. (TCM) offers investment management services to various clients, managing portfolios on a discretionary basis. They also provide financial planning services, primarily focused on retirement planning. TCM utilizes various investment types, including equities, fixed income, ETFs, and municipal securities. Clients can impose reasonable restrictions on their accounts.
Fee Structure
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
Location
13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310