Tempus Wealth Partners offers investment advice, asset management, and financial planning. The firm operates on a fee-only basis, meaning it's compensated solely by clients through transparent advisory fees and doesn't accept commissions or referral fees. Tempus Wealth Partners provides tailored advice, considering each client's unique goals and circumstances. Services include family office services, newsletters, and seminars.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are discretionary and negotiable based on client type, complexity, and relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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