John Collet is a registered investment advisor at Simple Life Financial, based in Vacaville, CA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 25 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simple Life Financial charges a percentage of the value of your investments. The specific percentage is based on the scope of services, the number and type of accounts, the amount you invest, and the complexity of your financial situation.
Location
Vacaville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Simple Life Financial
State Registrations1 state
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