Semmax Financial Advisors offers investment advice and, if requested, financial review services to individuals, businesses, trusts, estates, and charitable organizations. Semmax Financial manages investments on a discretionary or non-discretionary basis and does not participate in wrap fee programs. Clients can also engage Semmax Financial for stand-alone financial planning, review, or consulting services for a fixed or hourly fee. Semmax Financial primarily recommends stocks, bonds, ETFs, and mutual funds.
Assets Under Management$400M
Clients778
Advisors8
Avg. per Client$510K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Accounts within the same household may be combined for a reduced advisory fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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