Andrew
Bass
Telemus Capital, LLC
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About this Advisor
Andrew Bass is a financial advisor operating in Southfield, Michigan who has 10 years of industry experience. Bass is currently employed by Telemus Capital, LLC. During their career, the advisor has held roles at Telemus Capital Partners LLC, Telemus Wealth Advisors LLC, Telemus Investment Brokers LLC, Telemus Investment Management LLC, Beacon Asset Management LLC and Telemus Capital LLC. Bass holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Telemus Capital, LLC is a business operating out of Southfield, MI. The firm has offices in three locations and a total of 52 employees. It controls $3 billion in assets under management among its 4,367 accounts, placing it among the largest firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 4,367 customer accounts, 34% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Telemus Capital, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically are based on the services. Fees billed by Telemus Capital, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telemus Capital, LLC Brokerage Details
$2,972,199,618
52
4,367
$680,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Bass Work History
Andrew has been registered as a financial advisor for 10 years.*
Telemus Capital LLC
Beacon Asset Management LLC
Telemus Capital Partners LLC
Telemus Wealth Advisors LLC
Telemus Investment Brokers LLC
Telemus Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Bass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telemus Capital, LLC
Southfield, MI
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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