Borislava Ivanova is a CFA-designated registered investment advisor at Simplify Asset Management INC., based in Heber City, UT, with 5 years of industry experience. Borislava operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 44 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplify Asset Management offers its investment strategies primarily through exchange-traded funds and institutional separately managed accounts rather than direct individual portfolio management.
- Exchange-Traded Funds — Management fees vary by fund and are deducted directly from the fund's assets and reflected in the daily share price.
- Separately Managed Accounts — Management fees for institutional separately managed accounts are negotiable, with indicative rates up to 2% per year. Accounts may also be subject to performance-based fees up to 30% per year and setup fees up to 1%.
Location
Heber City, UT
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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.
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Current Registrations
Simplify Asset Management INC.
Previous Registrations
Goldman Sachs & CO. LLCBroker
Transamerica Financial Advisors, INCBroker
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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