Advisor at SEM Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SEM Wealth Management
Location
New Kent, VA 23124
Credentials
CFA®, Series 66
Industry experience
25 years
Strategic Programs: Flat 0.50%; Platinum Program portion not in SEM managed program: flat 0.25%; Financial Advisor may add flat fees up to 1.12%; maximum total fees vary by program (up to 2.24% for Platinum). Financial Planning may include one-time fixed fees ($250-$25,000), periodic fees ($50-$5,000 per period).
$0 - $250,000: 1.12% (Tactical Programs) $250,001 - $500,000: 1.05% (Tactical Programs) $500,001 - $1,000,000: 0.97% (Tactical Programs) $1,000,001 - $1,500,000: 0.90% (Tactical Programs) $1,500,001 - $2,000,000: 0.82% (Tactical Programs) $2,000,001 - $4,000,000: 0.75% (Tactical Programs) $4,000,001+: 0.67% (Tactical Programs) $0 - $250,000: 0.75% (Dynamic Programs) $250,001 - $500,000: 0.70% (Dynamic Programs) $500,001 - $1,000,000: 0.65% (Dynamic Programs) $1,000,001 - $1,500,000: 0.60% (Dynamic Programs) $1,500,001 - $2,000,000: 0.55% (Dynamic Programs) $2,000,001 - $4,000,000: 0.50% (Dynamic Programs) $4,000,001+: 0.45% (Dynamic Programs)
$35 to $300 per hour for Financial Planning services.
Account minimum: $50,000 Fee-only: Financial Planning fees: One-time fees $250-$25,000; Hourly fees $35-$300 per hour; Periodic fees $50-$5,000 per period.
Strategic Equity Management, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
West Point, VA
Edward Jones
ChFC®, Series 63, Series 66
Williamsburg, VA
Edward Jones
Series 66
Williamsburg, VA
Edward Jones
Series 65
Charles City, VA
Ballardsville Investment Advisors
Series 65
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
CFP®, Series 66
Williamsburg, VA
Dominguez Wealth Management Solutions, Inc.
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