Tempus Wealth Planning offers investment management and financial planning services to individuals and other clients. As a fiduciary, Tempus is legally required to act in the client’s best interest. Tempus offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. Tempus also offers retirement plan consulting to employer plan sponsors.
Fee Structure
Tempus Wealth Planning offers asset management and comprehensive portfolio management services. The fee for these services will not exceed 2.00% annually. The fee is based on the scope and complexity of the engagement, including the size of your portfolio, the transactions to be made, the time Tempus dedicates, the types of investments held, your investment strategy and objectives, your restrictions, and any other factor that may impact the scope and complexity of the services. Fees are negotiable.