Telos Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,579,326
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
91
16% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
91
Average account size
$819,553
Client services
Financial planning
Portfolio management
Consulting
Fee options
Project-based financial planning fees typically range from $2,280 to $9,120
$0 - $250,000: 1.75% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.25%
$285 per hour for financial planning services
Account minimum: $2,500,000 minimum aggregate household balance Fee-only: Investment management services, financial planning, and fee-based annuities are fee-only; no commissions accepted
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
Telos Wealth
656 N. Miller St.
Wenatchee WA 98801, United States
Number of offices
1
Forms ADV
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