Marcel Miu is a CFA, CFP-designated registered investment advisor at Simplify Wealth Planning LLC, based in Austin, TX, with 12 years of industry experience. Marcel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 19 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplify Wealth Planning charges a fixed quarterly fee for investment management and ongoing financial planning, based on the service level you choose. The minimum annual fees are:
- Premier Wealth Planning: $12,500
- Comprehensive Wealth Planning: $8,500
- Core Wealth Planning: $6,500
If you want additional customization outside of Simplify Wealth Planning's standard investment approach, it may cost extra. Clients may also choose to add tax-loss harvesting or direct indexing strategies for an additional fee (not paid to Simplify Wealth Planning).
Contact
Marcel Miu
Location
Austin, TX
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 Activities
Marcel offers project-based investment management industry consulting and advises a start-up technology company. These activities are not investment-related.
Employment History
Current Registrations
Simplify Wealth Planning LLC
Previous Registrations
Cohen & Steers Securities, LLCBroker
Jpmorgan Distribution Services, INC.Broker
Jpmorgan Distribution 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.
Exams