F
Financial Telesis Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,095,853
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
51
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$374,428
Client services
Portfolio management
Fee options
$300 per hour for developing client goals, investment strategies, portfolio reviews, and other advisory services
Minimum fee: $125 minimum quarterly fee for standard portfolios, $100 minimum quarterly fee for capital preservation or short-term fixed income portfolios Fee-only: Hourly fee of $300/hour for certain services
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Financial Telesis Company
1603 Copenhagen Drive, Suite 5
Solvang CA 93463, United States
Number of offices
2
Forms ADV
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