Vaibhav Goel is a registered investment advisor at Simple Money Advisors LLC, based in Mountain View, CA. Vaibhav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates are generally negotiable. Firm also offers a net worth-based fee schedule (0.50% down to 0.125%) and performance-based fees (1.00% plus 20.00% performance fee) for qualified clients.
Fee Estimator
Location
Mountain View, CA
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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
Simple Money Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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