Semrod Capital provides investment management services to clients, determining investment strategies based on their individual goals, time horizons, and risk tolerance. Semrod Capital offers both discretionary and non-discretionary asset management. Clients can impose restrictions on investments. Semrod Capital does not sponsor a wrap fee program.
Assets Under Management$18M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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