Disclosures

    Updated July 26, 2021

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

    Telemus Capital, LLC had total regulatory assets under management of $3,197,311,201 as of December 31, 2020

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

    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, currency risk, reinvestment risk, business risk, liquidity risk and financial 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.

    Fund and alternative investment performance results are reported gross of advisory fees payable to Telemus Capital, and do not reflect the deduction of those fees. Client returns will be reduced by such fees and other expenses that may be incurred in the management of the account. 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. All 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.

     

    The Five Star Wealth Manager Award*

    *Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Self-nominations are not accepted. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria. Required eligibility criteria consist of: 1. Credentialed as an investment adviser representative or a registered investment adviser. 2. Actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. Evaluation criteria that is considered, but not required consist of: 6. One-year client retention rate. 7. Five-year client retention rate. 8. Non-institutional discretionary and/or nondiscretionary client assets administered. 9. Number of client households served. 10. Education and professional designations. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an adviser firm and the content of this article should not be considered financial advice. The award methodology does not evaluate the quality of services provided.

    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.

    Financial Advisor Magazine’s Top 50 Fastest Growing Firms (2016)*

    *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. Financial Advisor Magazine’s Top 50 Fastest Growing Firms is based on responses from independent RIA (i.e., registered investment advisor) firms who have at least $200 million in assets under management, are registered and file their Form ADV with the SEC, provide financial planning and related services to individual clients and completed a survey. Financial Advisor magazine ranks participating independent RIAs based on their growth in assets under management from 2015 to 2016. Telemus did not pay a fee for inclusion on this list.

    Crain's Detroit 40 Under 40 (2007)*

    *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 Lyle Wolberg, CFP, and/or 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 Lyle Wolberg, CFP and/or 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. Each year through an open and independent nominations process, Crain’s Detroit Business seeks forty individuals, under the age of 40, who have achieved success and are making a difference in business and community in the Detroit metro area. The emphasis is on leadership and potential leadership- whether it is in business, nonprofits, or civic realms. The honorees are selected from nominations made by Crain’s readers, reporters and editors, and final selections are made by a panel of Crain’s editors. Neither the adviser nor their employees pay a fee to Crain’s in exchange for inclusion in the 40 under 40. 

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