Semper Wealth Management offers investment advice tailored to clients' needs, including portfolio management (discretionary and non-discretionary), financial planning, and pension consulting services for employee benefit plans. Financial plans are based on the client's current situation and goals. Clients are not obligated to act on recommendations or implement plans through Semper Wealth Management.
Assets Under Management$8.3M
Clients38
Advisors1
Avg. per Client$220K
Avg. per Advisor$8.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Grandfathered clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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