Sims Capital manages funds and separate accounts for individuals. Sims Capital invests client funds according to its value and growth investment style, seeking undervalued companies whose future growth is not adequately reflected in the share price. The firm primarily invests in equities and closed-end funds.
Assets Under Management$56M
Clients17
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
There may be a minimum annual fee of $10,000. Fees are sometimes adjusted to reflect the presence of cash/money market investments or mutual fund investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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