Semus Wealth Partners offers personalized investment advice and financial planning to individuals, families, and businesses. Investment services include managing a variety of investments based on client goals. Financial planning covers areas like retirement, tax, and estate planning. Semus Wealth also sponsors a wrap fee program where advisory and brokerage services are bundled for a single fee.
Fee Structure
Semus Wealth charges up to 2% of your portfolio per year for investment advisory services under their wrap fee program. This fee covers both investment advice and the cost of executing trades. The exact fee is agreed upon with each client and depends on factors like the size of the relationship and the complexity of the investments. Fees are charged monthly in advance.