Advisor at Telos Capital Management, Inc.
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Firm
Telos Capital Management, Inc.
Location
San Diego, CA 92128-4310
Credentials
CFA®, Series 66
Industry experience
19 years
Andrew Weld is a CFA® charterholder and holds a Series 66 license, with 19 years of industry experience. He has been with Telos Capital Management, Inc. since 2009. Weld serves on the Investment Advisory Committee for the San Diego Rescue Mission, providing expertise on investment strategy. Telos Capital Management offers discretionary investment management and financial planning to individual investors, trusts, estates, retirement-plan participants, small businesses, and charitable organizations. The firm employs an active, fundamentally driven investment process that integrates bottom-up company analysis with top-down macroeconomic assessments, focusing on asset allocation, diversification, and periodic rebalancing.
Based on Telos Capital Management, Inc.
Estate planning services fee $1,250 (negotiable)
$0+: 1.00% annually (TCM Managed Portfolios) $0+: 0.25% to 0.75% annually (TCM McCuen Portfolios) $0 - $199,999.99: 2.00% (Sherman Core Portfolio I) $200,000 - $299,999.99: 1.75% (Sherman Core Portfolio I) $300,000 - $999,999.99: 1.50% (Sherman Core Portfolio I) $1,000,000 - $4,999,999.99: 1.25% (Sherman Core Portfolio I) $5,000,000 - $9,999,999.99: 1.10% (Sherman Core Portfolio I) $10,000,000+: 0.85% (Sherman Core Portfolio I) $0 - $199,999.99: 1.00% (Sherman Core Portfolio O) $200,000 - $299,999.99: 1.00% (Sherman Core Portfolio O) $300,000 - $999,999.99: 0.85% (Sherman Core Portfolio O) $1,000,000 - $4,999,999.99: 0.70% (Sherman Core Portfolio O) $5,000,000 - $9,999,999.99: 0.60% (Sherman Core Portfolio O) $10,000,000+: 0.55% (Sherman Core Portfolio O)
$300 per hour for financial planning services for non-investment management clients
Account minimum: $250,000 Fee-only: $300 per hour for financial planning for non-investment management clients, minimum 5 hours ($1,500 minimum)
13480 Evening Creek Drive North, Suite 250
San Diego, CA 92128-4310
California · Texas
Telos Capital Management, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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