Simansky Investments provides investment management and financial planning services to individuals and families. Simansky Investments develops investment policies tailored to each client's objectives, risk tolerance, and financial circumstances. Financial planning engagements may include retirement planning, education funding, tax-aware planning, risk management, and estate planning coordination.
Assets Under Management$7.1M
Clients10
Advisors1
Avg. per Client$710K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual advisory fee ranges from 0.25% to 2%, depending on account size and complexity. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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