Semper Sursum Investments provides investment advisory services, including discretionary investment management through separately managed accounts. They focus on fundamental investing and may invest in various securities, including stocks, bonds, ETFs, and alternative assets, in both US and foreign markets. Clients can place reasonable restrictions on investments. The firm may also offer educational seminars.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The management fee is 1% annually, charged quarterly. Qualified clients pay a performance fee instead of a management fee. The performance fee is 25% of the increase in an account’s net assets during such calendar Year, after taking into account the hurdle rate of 6% per annum. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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