Semper Wealth Management provides personalized investment management, financial planning, tax preparation, and bookkeeping services for individuals, families, and businesses. Semper Wealth Management builds customized investment portfolios using fundamental and cyclical analysis along with Modern Portfolio Theory, tailoring strategies to each client's specific goals, risk tolerance, and time horizon. In addition to managing investment portfolios, Semper Wealth Management creates comprehensive financial plans covering retirement, estate planning, and tax strategies. The firm also offers tax preparation packages ranging from basic individual returns to complex business filings, as well as monthly bookkeeping and small business consulting. Semper Wealth Management operates as a registered investment advisor and acts in the best interest of its clients when providing investment and retirement advice.
Fee Structure
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 depending on individual client circumstances. Grandfathered clients may have a different fee schedule.