Tempus Pecunia manages investment portfolios based on individual client needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Financial planning can be comprehensive, involving ongoing support, or project-based, addressing specific needs. Tempus Pecunia may recommend outside managers for portfolio management.
Assets Under Management$19M
Clients13
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$19M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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