Ricci Reber is a registered investment advisor at The Simmons Partnership, INC, based in Towson, MD, with 2 years of industry experience. Ricci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 847 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Simmons Partnership manages investment accounts for a fee that ranges from 0% to 1.85% per year of the portfolio's value. The exact fee depends on factors like the size of the account and the complexity of the assets. Fees are negotiable. The fee is deducted from your account quarterly, in advance.
Location
Bosley Hall, 222 Courthouse Ct., Suite 1A, Towson, MD, 21204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ricci is a 25% owner and manager of Salt Tides, LLC, a vacation rental property business in Cape Cod. As CFO, Ricci spends a few hours per week on accounting, payables, funding requests, and other legal/financial matters.
Employment History
Current Registrations
The Simmons Partnership, INC
Previous Registrations
Morgan Stanley Smith Barney LLC
State Registrations1 state
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