Telos Wealth Management provides ongoing investment advice based on individual client needs. They develop investment plans with asset allocation targets and manage portfolios accordingly. TWM also offers financial planning services, including business planning, cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$75M
Clients113
Advisors1
Avg. per Client$670K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...