Kayzia Williams is a registered investment advisor at Simple Financial, LLC, based in Henderson, NV, with 1 years of industry experience. Kayzia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.
Fee Estimator
Location
2551 N. Green Valley Pkwy, Suite 306C, Henderson, NV, 89014
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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 →Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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
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