Telos Partners Fees & Minimum

Overview

Headquarters: Avon, CT
Total Firm Assets: $139 million
Average High-Net-Worth Client Portfolio Size: $3.8 million

Fee Disclosure

Source: ADV PART 2A (2026-10-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$10,000,000	1.00%
$10,000,001	$15,000,000	0.75%
$15,000,001	$25,000,000	0.65%
$25,000,001	$50,000,000	0.55%
$50,000,001	$100,000,000	0.48%
$100,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$52,500	1.05%
$10 million	$102,500	1.02%
$50 million	$342,500	0.68%
$100 million	$582,500	0.58%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 90.93%
Number of High-Net-Worth Clients: 33
Total Client Accounts: 271
Discretionary Accounts: 271

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 340922

ADV PART 2A (2026-10-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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