Semper Augustus Investments Group is an investment management firm that does not sell commissioned products or accept commissions. They provide investment supervisory services and investment advisory account services through management fees and performance fees. Semper Augustus typically works with clients who have accounts at a qualified custodian and have granted them limited power of attorney to execute trades. While they discuss personal finance matters, they do not provide insurance, legal, or tax advice.
Assets Under Management$690M
Clients255
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$350M
www.linkedin.com/company/semper-augustus-invest... ·twitter.com/chrisbloomstran ·www.semperaugustus.com
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
In certain circumstances, the total fee is negotiable. Current client relationships may exist where the fees are higher or lower than the standard fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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