do you need council?

Tempus Wealth Partners’ tailored investment council is provided based on individual circumstances. The Firm will collaborate on a one-on-one basis through interviews and questionnaires to determine proper asset planning and liability disposal.

The Firm will not enter into an investment adviser relationship with a prospective client whose investment objectives may be considered incompatible with the Firm’s philosophy. Council will be tailored to address the complexity of individual, institutional, and family office clients.

Council will include the preparation of a written financial engineering solution, addressing one or more areas relevant to the circumstances. The plan includes asset allocation, investment strategy, cash flow and liquidity guidance, balance sheet and family net worth management. Relevant estate and wealth transfer planning, trust and entity coordination is incorporated. If philanthropic and charitable goals align with the individual or organizational mission, review and oversight will be completed.

Tempus Wealth Partners’ role is to find ways to help you understand the overall financial situation and help you marry financial objectives with real-life goals.

Council is provided to the Firm’s asset management clients at no additional charge. For project-based arrangements, fees typically range from $15,000 - $150,000. Tempus Wealth Partners generally charges a client a fixed fee subject to an independent contract or as part of an amendment to an advisory agreement. Tempus Wealth Partners may provide special project council under an hourly fee agreement. An hourly fee of $500.00 per hour will be charged by Tempus Wealth Partners for hourly services.