David Sims is a registered investment advisor at Sims Capital Management LLC, based in Milwaukee, WI, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
There may be a minimum annual fee of $10,000. Fees are sometimes adjusted to reflect the presence of cash/money market investments or mutual fund investments.
Fee Estimator
Location
225 E. Mason Street, Suite 802, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sims Capital Management LLC
Previous Registrations
Sims Capital Management LLC
State Registrations1 state
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