Mark Simmons is a registered investment advisor at Simmons Asset Management, LLC, based in Baton Rouge, LA, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simmons Asset Management's annual fees for managing your investments range from 1.00% to 2.00% of the value of your portfolio. The fee is calculated at the beginning of each quarter based on the value of your account at the end of the previous quarter. There is a $50,000 minimum account size, but this may be negotiable in some cases. Discounts may be offered to family members and friends of people associated with the firm.
Location
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Simmons Asset Management, LLC
Previous Registrations
B F Anderson & CO. INC
Raymond James Financial Services
State Registrations1 state
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