Tempo Wealth provides investment management and financial planning services to individuals and high net worth individuals. Tempo Wealth offers ongoing portfolio management based on clients' goals and risk tolerance. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. Tempo Wealth also selects other investment advisors for clients.
Assets Under Management$220M
Clients112
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable for accounts over $20M. There are different rates for wealth management with financial planning versus investment management only. Wealth Management with Financial Planning: - First $1M: 1.0% - $1M-$3M: 1.0% - $3M-$6M: 0.90% - $6M-$10M: 0.80% - $10M-$20M: 0.60% - Over $20M: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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