Advisor at Telos Capital Management, Inc.
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Firm
Telos Capital Management, Inc.
Location
San Diego, CA 92128-4310
Credentials
Series 63, Series 65
Industry experience
22 years
Randall Whitfield is a financial advisor at Telos Capital Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Telos Capital Management since 2014. Telos Capital Management provides 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 combines bottom-up company analysis with top-down macroeconomic assessment, emphasizing 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 · Oregon
Telos Capital Management, Inc.
2014 - Present (12 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.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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