SEM Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$920,498,000
Total clients
2,010
23% high-net worth
Total advisors
4
of 11 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
503
Average account size
$457,959
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
SEM Wealth Management
7367 E. Tanque Verde Rd
Tucson AZ 85715-3475, United States
Number of offices
2
Quick links
Advisors at this firm
Jeffrey H
CFA®, Series 66
New Kent, VA
SEM Wealth Management
Timothy M
Series 65
Arvada, CO
SEM Wealth Management
James S
Series 65
Littleton, CO
SEM Wealth Management
Cody H
Series 65
Tucson, AZ
SEM Wealth Management
Richard G
Series 63, Series 65
Tucson, AZ
SEM Wealth Management
Gregory G
Series 63, Series 65
Columbia, MO
SEM Wealth Management
Garland S
Series 63, Series 65
New Kent, VA
SEM Wealth Management
Edward D
Series 63, Series 65
New Kent, VA
SEM Wealth Management
Shannon C
Series 63, Series 66
Tucson, AZ
SEM Wealth Management
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