Yogesh Modak is a registered investment advisor at Semper Sursum Investments LLC, based in Austin, TX. Yogesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is 1% annually, charged quarterly. Qualified clients pay a performance fee instead of a management fee. The performance fee is 25% of the increase in an account’s net assets during such calendar Year, after taking into account the hurdle rate of 6% per annum. Fees are negotiable.
Fee Estimator
Location
11524 Comano Dr, Austin, TX, 78747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Semper Sursum Investments LLC
State Registrations1 state
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