Semper Financial Advisors provides personalized investment management and financial planning services primarily for individual investors. The firm focuses on building diversified portfolios using equities, bonds, mutual funds, and exchange-traded funds, following a long-term buy-and-hold strategy based on modern portfolio theory. In addition to managing investments, Semper Financial Advisors offers comprehensive financial planning covering personal goals, tax and cash flow analysis, death and disability planning, and retirement strategies. The firm is owned and operated by Kevin M. Plunkett and Brian Plunkett, who bring decades of financial and accounting experience.
Assets Under Management$37M
Clients64
Advisors2
Avg. per Client$580K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.70% |
Rates shown are maximums; fees for amounts over $1 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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