SEM Capital offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. SEM Capital may also act as a sub-advisor to other advisors. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. SEM Capital does not participate in wrap fee programs.
Assets Under Management$35M
Clients58
Advisors1
Avg. per Client$610K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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