Simpson Capital Management offers investment advice and portfolio management to individuals, families, and institutions. Simpson Capital is a fee-only advisor and does not sell financial products or receive commissions. Financial planning services are provided at no additional charge as part of the portfolio management process. Clients maintain asset control and Simpson Capital executes trades under a limited power of attorney.
Assets Under Management$18M
Clients70
Advisors1
Avg. per Client$250K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Simpson Capital may negotiate its management fee and offer discounts to select friends, employees, armed services personnel and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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