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| Templer Wealth Management LLC
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| CRD # | 305972 |
| SEC # | 801-136275 |
| CIK # | |
| AUM | 102.9 M (2026-04-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-927-4126 |
| Address | 8000 Towers Crescent Dr Vienna, VA 22182 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 |
| Clients | 1 |
| Serves | Retail |
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