Disclosures

    Updated February 22, 2024

    Information on this website is intended for U.S. Residents only.

    Telemus Capital, LLC had total regulatory assets under management of $3,232,449,716 as of December 31, 2023.

    Certain services may be provided by affiliates of Telemus Capital, LLC and/or referred providers.

     

    Telemus Capital, LLC is a federal registered investment adviser whose main office is located in Southfield, Michigan. Registration as an investment adviser does not imply any level of skill or training. Telemus Capital, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Telemus Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Telemus Capital, LLC’s web site on the Internet should not be construed by any client and/or prospective client as Telemus Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Telemus Capital, LLC with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

    Telemus Capital, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Telemus Capital, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    Certain portions of Telemus Capital, LLC’s website (e.g., newsletters, articles, commentaries) may contain a discussion of, and/or provide access to, Telemus Capital, LLC’s (and those of other investment and non-investment professionals’) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Telemus Capital, LLC, or from any other investment professional.  Telemus Capital, LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.  

    Each client and prospective client agrees, as a condition precedent to his/her/its access to Telemus Capital, LLC’s web site, to release and hold harmless Telemus Capital, LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Telemus Capital, LLC.

    Personnel of Telemus Capital, LLC hold the designations or educational experience referenced in the website.  In addition, Telemus Capital, LLC itself is a member of certain organizations referenced in the website.  You may request a copy of the Brochure Supplements for the personnel of Telemus Capital, LLC for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Telemus Capital, LLC.  

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, cybersecurity risk and COVID risk. These risks are more fully described in Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

    Telemus' advisory fees are described in the client’s Investment Management Agreement and Telemus Capital’s Firm Brochure (Part 2A of Form ADV), which are available upon request. Client returns will be reduced by such fees and other expenses that may be incurred in the management of the account. All client return calculations are in U.S. Dollars. Investors cannot invest directly in an index.

    Commentary provided is a matter of opinion and is for informational purposes only. It does not address or account for individual investor circumstances. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. Information may have been obtained from third party sources, which Telemus believes to be reliable but is not guaranteed. Telemus Capital, LLC does not guarantee any information obtained from or provided by third parties.

    ENDORSEMENTS & TESTIMONIALS

    Endorsement by University of Michigan Football Team - Five Offensive Line Players (2022)

    This is a paid endorsement and none of the five endorsing players are clients of Telemus Capital, LLC ("Telemus"). Each of the players were paid $2,000 for this promotional material. This is a conflict of interest because due to such compensation, the players have an incentive to recommend Telemus Capital.

    THIRD-PARTY AWARDS & RANKINGS

    Forbes America's Top RIA Firms (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Data provided by SHOOK ® Research, LLC. Data as of 3/31/23. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently (see methodology above). Telemus does not pay a fee to use the awards promotional materials. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com, SHOOK is a registered trademark of SHOOK Research, LLC.

    Financial Advisor Magazine’s RIA Ranking (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

    FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2022 to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Telemus did not pay a fee for inclusion on this list.

    Forbes Best-in-State Wealth Advisors (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Data provided by SHOOK® Research, LLC — Data as of 6/30/22. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Requirements to be considered eligible include: at least seven years as an advisor, minimum 1 year at current firm, advisor must be recommended and nominated by their firm, completion of an online survey, over 50% of revenue/production must be with individuals, and acceptable compliance record. Click here for a more in depth look at SHOOK’s methodology

    FCS Portfolio Awards (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are usually based on information prepared and/or submitted by the recognized adviser. Materials submitted for the 29th Annual FCS Portfolio Awards must have been published, aired or executed FOR THE FIRST TIME in the U.S./Canada during the 2022 calendar year (January 1, 2022 through December 31, 2022) and not previously submitted to the FCS Portfolio Awards competition. More than 500 entries were received from 110 companies (a record), who had entered their various marketing and communications work from 2022 in our prestigious competition. Their panel of 40 judges recognized more than 230 entries for their creative excellence across nearly 40 categories. In all, the FCS will award 240 trophies this year, including 6 Best in Show trophies and the top prize: Judges' Choice.  There are a total of 81 winning brands, who will each win at least one trophy.   Telemus paid an application fee to participate in the FCS Portfolio Awards 2022.

    RIA Intel RIA of the Year (More Than $1 Billion AUM) (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The submission deadline for the data gathered for the award was due by March 3, 2023.  There are three types of nominations for the RIA Intel Awards: Nominations by peers, nominations by other industry participants, and self-nominations. Nominations for the same firm or individual in multiple categories are accepted. You can nominate yourself and/or your firm. You can nominate others in your firm or outside your firm.

    Assessment Criteria – Nomination Content

    For each nomination, up to five points may be awarded based on the following criteria:
    • 5 points - The nomination has addressed all the points of the question and tailored the response to the related award. The written response is clear, concise, and easily understandable, and the data and examples provided are relevant and on point. High credibility.
    • 4 points - The nomination has addressed all the points of the question. The data and examples provided are relevant. However, the language is fragmented, thereby impacting the clarity of the answer. Medium high credibility.
    • 3 points - The nomination has addressed a majority of the questions. However, the data and examples provided are not clearly stated and on point. Medium credibility.
    • 2 points - The nomination addressed less than half of the questions, and the data and examples provided do not meet the standard expected to support the submission with full credibility. Medium low credibility.
    • 1 point - The response appears to be the result of a copy-paste section excerpted from a corporate website or other materials. The answers have not been tailored to the specific category/award. Low credibility.

    Assessment Criteria – Nomination Source
    For each nomination, up to three points may be awarded based on the following criteria:

    • 3 points – The origin of the nomination is a peer, therefore suggesting low self-interest and high credibility.
    • 2 points – The origin of the nomination is a service provider or manager, therefore introducing the possibility of some self-interest.
    • 1 points – The origin of the nomination is the actual nominee or a colleague at the nominee’s organization, therefore suggesting a high degree of self-interest.

    The 2nd Annual RIA Intel Awards 2023 Telemus did not pay a nomination/application fee for the RIA Intel Awards, nor will any fees be solicited or accepted in exchange for consideration as a finalist or winner of the 2nd Annual RIA Intel Awards 2023.

    Barron’s Top 1200 Advisors (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Data as of 9/30/22. Barron’s rankings are based on a 102-question survey filled out by advisory firms. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. For instance, Barron’s take into account not just the amount of assets an advisor manages, but also the type of assets—are they private-wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? Barron’s measures the growth of advisors’ practices and their client retention. Barron’s also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    InvestmentNews Best Places to Work for Financial Advisors (2023)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

     

    InvestmentNews’ “Best Places to Work for Financial Advisers” award is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics. Employer questionnaire data was collected by 10/21/22. Employees complete a survey designed to measure the employee experience in areas such as leadership and planning, pay and benefits, corporate culture and communications and work environment. Employee survey data was collected between 10/28/22 – 11/11/22.  Scores from the employee survey represent three-quarters of the weight of the final rankings.  Firms do not pay a fee to participate.  To be eligible for the award firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. In 2018, 50 firms were named to the list; in 2019–2023, 75 were named. The award sponsor has not disclosed how many firms were surveyed or considered for this recognition, nor the percentage of total participants that ultimately received recognition. For more information and a complete list of recipients, visit https://bestplacesforadvisers.com/.

    Forbes America's Top RIA Firms (2022)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Data provided by SHOOK ® Research, LLC. Data as of 12/31/21. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently (see methodology above). However Telemus does pay a fee to use the awards promotional materials. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com, SHOOK is a registered trademark of SHOOK Research, LLC.

    Crain’s Detroit Notable Money Managers (2022)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team.  Submission data was collected by 8/19/2022.  To qualify for the list, nominees must be based in the Detroit area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years of experience, and oversee at least $10 million in assets under advisement. The leaders featured in this Notable Money Managers report were nominated by their peers. A team of Crain’s Detroit Business editors then selected honorees based on their career accomplishments, track record of success in their field, contributions to their community and mentorship, as outlined in the detailed nomination and candidate forms. Crain’s Detroit Business seeks to honor executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and related fields. These professionals also use their skills to bolster their communities and mentor younger generations.  Investment returns were not a component of the award. While Telemus did not pay a fee for inclusion on this list, we did pay a fee for the use of marketing materials regarding the Crain’s Detroit Notable Money Managers award.

    2022 Five Star Wealth Manager Award (Illinois)*

    2022 Five Star Wealth Manager Award (Illinois)*
    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.

    *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee. This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022.

    Financial Advisor Magazine’s RIA Ranking (2022)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

    FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Telemus did not pay a fee for inclusion on this list.

    Forbes Best-in-State Wealth Advisors (2022)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Requirements to be considered eligible include: at least seven years as an advisor, minimum 1 year at current firm, advisor must be recommended and nominated by their firm, completion of an online survey, over 50% of revenue/production must be with individuals, and acceptable compliance record. Click here for a more in depth look at SHOOK’s methodology

    Barron’s Top 1200 Advisors (2022)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. Barron’s rankings are based on a 102-question survey filled out by advisory firms. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. For instance, Barron’s take into account not just the amount of assets an advisor manages, but also the type of assets—are they private-wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? Barron’s measures the growth of advisors’ practices and their client retention. Barron’s also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list.

    2021 The Five Star Wealth Manager Award (Illinois)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.

     

    *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

    Financial Advisor Magazine’s RIA Ranking (2021)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

    FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2020 to be included in the print edition of Financial Advisor magazine’s 2021 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. Telemus did not pay a fee for inclusion on this list.

    2020 Five Star Wealth Manager Award (Illinois)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (d/b/a Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and compliant history (i.e., as defined by the administer, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; and 10. Education and professional designations. Investment returns are not a component of the rankings. Telemus did not pay a fee for inclusion on this list. Once awarded, however, awardees may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the awardee’s future performance.

     

    *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.

    Crain's Detroit Cool Places To Work (2020)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

     

    Best Companies Group of Harrisburg, Pa., produces the ranking of Cool Places to Work in Michigan for Crain's. Any Michigan company with at least 15 employees can participate. First, the employer provided detailed information on its benefits and policies; next, its employees answered questions about workplace culture, company leadership and other aspects of work in a confidential, 77-question survey. Best Companies Group uses a two-part survey process to produce a detailed set of data that enables our analysts to determine the strengths and opportunities of the participating organizations. The survey, which sought to determine, among other things, whether employees understand the long-term strategy of the company and whether they feel they have opportunities to advance within its ranks, accounted for 75 percent of the final ranking. The employer Benefits and Policies Questionnaire is worth approximately 25 percent of the overall score. The combined scores determined the top companies and the final rankings. Companies paid for the survey; not all companies that applied were chosen as a cool workplace.

    Crain’s Detroit Excellence in HR (2019)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

    This Excellence in HR Award is presented by Crain’s Business Detroit. In creating this award, Crain’s sought to recognize HR leaders who worked closely with other C-suite executives to deliver on a company’s strategic goals. Crain’s looked for measurable outcomes, such as reduced turnover, cost savings and a quantifiably improved employee experience. Applicants completed an application form detailing how their work contributed to the success of the business, providing specific and measurable examples. Winners were selected from application forms by a panel of Crain’s editors and experienced HR professional judges. Winners did not pay a fee to apply.

    Crain’s Detroit Notable Women in Finance (2018)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

     

    Notable Women in Finance was produced by Crain Content Studio, the marketing storytelling division of Crain’s Detroit Business. The Crain's Detroit Business newsroom was not involved in selecting these women or creating this content. The women featured here were selected based on their career accomplishments, their involvement in nonprofits and community organizations, and evidence that they mentor others in their field, as outlined in an extensive nomination form that was written by journalists who cover the finance industry in Michigan. The nominators pay a processing fee to nominate the women; those chosen did not pay to be part of the section. Notable Women in Finance was managed by Leslie D. Green for Crain Content Studio. Telemus did not pay a fee for inclusion on this list.

    Crain’s Chicago Notable Women in Finance (2018)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser.

     

    Notable Women in Finance was produced by Crain Content Studio, the marketing storytelling division of Crain’s Chicago Business. The Crain's Chicago Business newsroom was not involved in selecting these women or creating this content. The women featured here were selected based on their career accomplishments, their involvement in nonprofits and community organizations, and evidence that they mentor others in their field, as outlined in an extensive nomination form that was written by journalists who cover the finance industry in Illinois. The nominators pay a processing fee to nominate the women; those chosen did not pay to be part of the section. Notable Women in Finance was managed by Leslie D. Green for Crain Content Studio. Telemus did not pay a fee for inclusion on this list.

    Crain’s Chicago’s Notable Financial Advisors (2018)*

    *Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team. To qualify for the list, nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years of experience, and oversee at least $10 million in assets under advisement. Investment returns were not a component of the award. Telemus did not pay a fee for inclusion on this list.

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