Maria Graft is a registered investment advisor at Simplified Wealth Management, LLC, based in Barrington, IL, with 4 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $22M 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 $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
565 Fox Glen Ct., Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maria works as a dual language/ELL teacher for Barrington School District 220 and is a sales consultant for various health/wellness/nutrition companies, dedicating about 10% of her time to the latter. She also serves as a trustee for several LLCs and is a marketing manager for MJG Construction, LLC, spending minimal time as trustee and about 8% of her time in the marketing role.
Employment History
Current Registrations
Simplified Wealth Management, LLC
State Registrations3 states
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