Semper Financial Advisors manages investment portfolios for individuals, tailoring advice to their specific situations. They also offer financial planning services, creating written reports to help clients achieve their financial goals. The firm's investment approach focuses on diversified portfolios using mutual funds and ETFs, with a buy-and-hold strategy.
Assets Under Management$37M
Clients64
Advisors2
Avg. per Client$580K
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
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% |
Fees over $1 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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