Jeffrey Hybiak is a CFA-designated registered investment advisor at Sem Wealth Management, based in New Kent, VA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,990 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.12% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.97% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.67% |
Rates shown are for Tactical programs (SEM fee only). Dynamic programs start at 0.75% and scale down to 0.45%. Strategic programs charge a flat 0.50%. Referring financial advisors may add up to 1.12%, subject to a maximum total annual fee of 2.25%.
Fee Estimator
Location
11815 Aspengraf Lane, Suite B, New Kent, VA, 23124
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sem Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.