Elizabeth Nardini is a CFA-designated registered investment advisor at Simplify Asset Management INC., based in Las Vegas, NV, with 4 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplify Asset Management primarily works with institutional clients. Simplify manages exchange-traded funds (ETFs) and separately managed accounts (SMAs). Fees for ETFs are calculated as a percentage of the fund's daily net assets. Fees for SMAs include a management fee (up to 2% per year), a performance-based fee (up to 30% per year), and a set-up fee (up to 1%). These fees are negotiable and depend on factors like the client's investment objectives and the amount of assets in the account. Simplify also provides model portfolios to other registered investment advisors, but does not charge a separate fee for these. Instead, Simplify receives compensation from sales of Simplify ETFs included in the model portfolios.
Location
10845 Griffith Peak Drive, 2/F, Las Vegas, NV, 89135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Simplify Asset Management INC.
Previous Registrations
Invesco Distributors, INC.Broker
Tarbox Family Office, INC.
Pimco Investments LLCBroker
State Registrations2 states
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.