Billygram Simonet
Billygram Simonet is a CFP-designated registered investment advisor at Simonet Financial Group, LLC, based in Kyle, TX, with 15 years of industry experience. Billygram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 73 clients with $19M 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 $5.0M | 1.75% |
| $5.0M - $10.0M | 1.60% |
| $10M+ | 1.35% |
Fees may be negotiable based upon certain circumstances. Minimum fee of $500 for individual accounts and $1500 for corporate accounts.
Fee Estimator
Location
1300 Dacy Lane, Ste# 230, Kyle, TX, 78640
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Billygram is the 100% owner of Simonet Financial Group LLC, where he works as a financial advisor selling insurance and financial services, dedicating a full-time commitment to the role. He also owns a business consulting service, spending about 10-20% of his time providing professional resource coordination and business planning assistance.
Employment History
Current Registrations
Simonet Financial Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Mwa Financial Services INC.Broker
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.