Humberto Gonzalez is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 2 years of industry experience. Humberto 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
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Humberto is involved in several business activities, including tax and insurance planning through SSTX Financial LLC, and as a registered insurance agent. He also manages a hair salon (Naturally Dolce LLC), a real estate company (Cava Holdings LLC), and an urban farm (Dolce Farms LLC).
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Ae Wealth Management, LLC
State Registrations1 state
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