Daphane Simmons is a registered investment advisor at Nvest Wise, LLC, based in Douglasville, GA, with 20 years of industry experience. Daphane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 6 clients with $400K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1000K | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. There are different fee schedules for active management and buy-hold management. The schedule above reflects the active management fee. Buy-hold management is 1.00% for $1,000,000 or less and negotiable for amounts greater than $1,000,000.
Fee Estimator
Location
Douglasville, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Nvest Wise, LLC
Previous Registrations
Citigroup Global Markets INC.
State Registrations1 state
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