Simpson Investment Counsel offers investment management services and financial advice to individuals. Investments are managed according to guidelines developed with each client, and Alan Simpson is available to discuss financial issues, including estate planning. Clients can request specific investments or impose restrictions. The company does not participate in wrap fee programs.
Assets Under Management$18M
Clients3
Advisors2
Avg. per Client$5.9M
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Relationship discounts are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...