Advisor at Telos Capital Management, Inc.
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Jamie Noriega is a financial advisor at Telos Capital Management, Inc. in San Diego, CA, holding a Series 65 designation with one year of professional experience. Prior to joining Telos Capital Management, Jamie worked at Dolan Xitco for three years and StepStone Group for one year, following seven years as a student. Telos Capital Management provides discretionary investment management and financial planning services 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 assessment, 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
Telos Capital Management, Inc.
2025 - Present (1 year)
Dolan Xitco
2022 - 2025 (3 years)
StepStone Group
2022 - 2022 (1 year)
Student
2015 - 2022 (7 years)
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