Templer Wealth Management Fees & Minimum

Overview

Headquarters: Vienna, VA
Total Firm Assets: $103 million
Average High-Net-Worth Client Portfolio Size: $2.9 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: FORM ADV PART 2 (2026-04-15) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.40%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$55,000	0.55%
$50 million	$155,000	0.31%
$100 million	$280,000	0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 94.46%
Number of High-Net-Worth Clients: 34
Total Client Accounts: 181
Discretionary Accounts: 181

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 305972

FORM ADV PART 2 (2026-04-15) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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