Semus Wealth Partners, Llc
Boca Raton, Florida
3.0
4 Reviews
Semus Wealth Partners, LLC is a highly reputable investment advisory firm located in Boca Raton, FL. With a total of seven dedicated professionals on their team, including two experienced investment advisors, they specialize in providing top-notch financial services to their esteemed clients. The firm boasts an impressive average of approximately $59,510,000 in assets under management per investment advisor, aligning with the industry average. The compensation structure at Semus Wealth Partners, LLC is designed to cater to their clients' diverse needs. It encompasses various options such as a percentage of assets under management...
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Assets Under Mgmt

$185.04M

Investment Professionals

2

Locations

2

% 401K & Individual

24%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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