Helen Semus
Helen Semus is a CFP-designated registered investment advisor at Semus Wealth Partners, LLC, based in Boca Raton, FL, with 16 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 205 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Semus Wealth charges up to 2% of your portfolio per year for investment advisory services under their wrap fee program. This fee covers both investment advice and the cost of executing trades. The exact fee is agreed upon with each client and depends on factors like the size of the relationship and the complexity of the investments. Fees are charged monthly in advance.
Location
150 E Palmetto Park Road, Suite 800, Boca Raton, FL, 33432
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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 →Other Business ActivitiesSells Insurance
Helen is the CEO and Private Wealth Advisor for Semus Wealth Partners LLC, dedicating nearly full-time hours to investment management and financial planning. She is also a Financial Advisor for PKS Financial, a broker-dealer for variable annuities and insurance, spending minimal time on insurance planning.
Employment History
Current Registrations
Semus Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.