Temperance Wealth Management provides investment advice, including portfolio management, financial planning, and consulting. They may refer clients to other investment advisors. For portfolio management, they consider the client's financial situation, goals, and risk tolerance. They may recommend third-party money managers through the AssetMark Investment Platform. They also offer financial planning services covering areas like cash flow, retirement, tax, insurance, and estate planning.
Fee Structure
Temperance Wealth Management's affiliates may charge up to 1.95% annually for portfolio management. The specific fee schedule depends on the advisor. Fees charged by third-party platforms or managers are in addition to Temperance Wealth Management's fee. Fees are payable monthly or quarterly in advance. Adjustments for contributions are prorated, but withdrawals are not.