Templer Wealth Management LLC

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Templer Wealth Management LLC
CRD #305972
SEC #801-136275
CIK #
AUM 102.9 M (2026-04-17)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone703-927-4126
Address8000 Towers Crescent Dr
Vienna, VA 22182
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1108866442202010201520212027
Fees and Compensation — Form ADV Part 2A (4/15/2026) [Brochure]
FEES & COMPENSATION

          Portfolio Management Fee

          Portfolio Management services are provided on an asset-based fee arrangement. The
          management fee will be calculated based on the aggregate market value of your portfolio
          account(s) on the last business day of the previous calendar quarter (i.e., March 31 st, June 30th,
          September 30th, and December 31st) multiplied by one-fourth the corresponding annual
          percentage rate (e.g., 1.00% ÷ 4 = 0.25%)

          At our discretion, we may negotiate, waive, or reduce the management fee within each tier on
          a client-by-client basis depending on the size and complexity of the portfolio managed. In
          addition, as your portfolio value exceeds each tier level, either through additional deposits or
          asset growth, a fee break will occur. The tier breaks are as follows:

                                                                                                                         Annual Fee
                                Portfolio Value                                                                             Rate
                                                                                                                          Not to Exceed

                                First $1,000,000 ............................................                              1.00%
                                Next $2,000,000 ............................................                               0.75%
                                Next $2,000,000 ............................................                               0.50%
                                Next $5,000,000 ............................................                               0.40%
                                Over $10,000,000 ..........................................                                0.25%

          Certain legacy accounts are subject to a fee schedule that is lower than the fee schedule
          shown above.

          Our portfolio management fee shall include investment advisory services and, as requested by
          the client, financial planning and consulting services.

Form ADV: Part 2A                                                                                                                    Templer Wealth Management, LLC
© 38 Compliance jointly with eAdvisor Compliance, Inc. – Disclosure Brochure Design Layout. www.eAdvisorCompliance.com

                                                                                                                                              DISCLOSURE BROCHURE

      Protocols for Portfolio Management

      The following protocols establish how we handle our portfolio management accounts and what
      you should expect when it comes to: (i) managing your account; (ii) billing for portfolio
      management services; (iii) other fees charged to your account(s); and (iv) termination.

         Discretion
         We will establish discretionary trading authority on all management accounts to execute
         securities transactions without your prior consent or advice.

         You may, at any time, however, impose restrictions, in writing, on our discretionary authority
         (i.e., limit the types/amounts of particular securities purchased for your account, etc.).

         Billing
         Your account will be billed quarterly in advance based on the aggregate fair market value of
         your portfolio on the last business day of the previous calendar quarter and where it falls within
         our tiered fee schedule. For example:

                        Account Value:                                        Annual Fee %                    Annual Fee $        Quarterly Fee $
                        $3,500,000                                                   (Per Tier)                      (Per Tier)        (Per Tier)

                        First $1,000,000                                            1.00%                         $10,000             $2,500
                        Next $2,000,000                                             0.75%                         $15,000             $3,750
                        Next $500,000                                               0.50%                          $2,500              $625
                        Blended Fee % & Total $                                    0.786%                         $27,500             $6,875

         For new managed accounts opened between billing periods, our advisory fee will be pro-rated
         from inception through the end of the quarterly billing period. For existing management
         accounts, pro-rated adjustments will not be made for deposits and withdrawals between billing
         cycles.

         Our advisory fees will be debited from your portfolio quarterly by the custodian as instructed
         by us. Advisory fees will be deducted first from any money market funds or cash balances. If
         such assets are insufficient to satisfy payment of such fees, a portion of the account assets will
         be liquidated to cover the fees.

         Fee Exclusions
         The above fees for all of our portfolio management services are exclusive of any charges
         imposed by the custodial firm who has custody of your account; including, but not limited to:
         (i) any Exchange/SEC fees; (ii) certain transfer taxes; (iii) service or account charges, such as,
         postage/handling fees, electronic fund and wire transfer fees, auction fees, debit balances,
         margin interest, certain odd-lot differentials and mutual fund short-term redemption fees; and
         (iv) brokerage and execution costs associated with securities held in your managed account.
         There can also be other fees charged to your account that are unaffiliated with our
         management services.
...
Account Minimums and Types of Clients — Form ADV Part 2A (4/15/2026) [Brochure]
TYPES OF CLIENTS

          We primarily offer financial services to individuals and their families. We may also advise a
          foundation or endowment, a charitable organization, a corporation and/or small business, a
          trust, a guardianship, an estate, or any other type of entity to which we choose to give
          investment advice.

          We generally require a minimum initial investment of $1,000,000 to open a managed account;
          however, we retain the right to waive or reduce this minimum if we feel circumstances are
          warranted.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 10 5.7
(b) Individuals (high net worth individuals) 34 97.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 181 102.9
By Discretionary
Discretionary 181 102.9
Non-Discretionary 0 0.0
Total 181 102.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 102.9
Total 181 102.9
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients1
ServesRetail
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