Juliet Cardona is a registered investment advisor at Simplicity Wealth, based in San Diego, CA, with 9 years of industry experience. Juliet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
San Diego, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Juliet was a partner at David White & Associates until 2021, marketing fixed insurance products and services, and now spends minimal time as the owner/CEO of Juliet Cardona Coaching, helping individuals with their finances. She also handles trust administration for her aunt's estate.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Lifepro Asset Management
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations3 states
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