Templer Wealth Management provides financial solutions to help clients achieve their financial goals. They focus on understanding each client's unique needs and offer services including portfolio management and financial planning. They manage assets in employer-sponsored retirement plans through a third-party agreement with Pontera.
Assets Under Management$100M
Clients44
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiated, waived, or reduced on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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