Michelle Packer is a CFP-designated registered investment advisor at Telos Capital Management, INC., based in San Diego, CA, with 14 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 913 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Telos Capital Management (TCM) charges a percentage of the value of your investments each year, paid quarterly. The specific rate depends on the portfolio type and amount invested.
For most clients, the annual fee is 1.00% of the entire portfolio value.
For former McCuen & Co. Inc. clients, the annual fee ranges from 0.25% to 0.75% of the entire portfolio value.
For client accounts managed by Bruce Sherman:
- Sherman Core Portfolio (I): Fees range from 0.85% to 2.00% depending on the amount invested.
- Sherman Core Portfolio (O): Fees range from 0.55% to 1.00% depending on the amount invested.
These fees are negotiable and can vary based on factors like the amount invested, complexity, and services required.
Location
13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310
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Regulatory History
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.
Previous Registrations
AXA Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.