Seminario Asset Management offers asset management, research, and financial advice through its wrap fee program. This program allows clients to trade in certain investments without incurring separate brokerage commissions. Clients complete an investor profile to determine their investment objectives and risk tolerance, and are then assigned to a designated trading strategy and portfolio. The firm offers both discretionary and non-discretionary portfolios.
Fee Structure
Seminario Asset Management offers a wrap fee program where clients pay an annual fee, ranging from 0.25% to 2% of their portfolio's value, which includes investment advice, securities transactions, brokerage, and custodian fees. The fee is calculated quarterly based on the value of the assets in the account. Fees are negotiable and may vary depending on the complexity of the portfolio and other factors.