Simmons Financial Services provides investment advice to individuals, trusts, and estates. Simmons Financial Services selects investments for clients, focusing on publicly traded stocks, bonds, and exchange traded funds. Before becoming a client, Simmons Financial Services discusses your needs, risk tolerance, time horizon, and goals to determine suitable investments. Clients can restrict investments to certain securities or types of securities.
Assets Under Management$1.3M
Clients32
Advisors1
Avg. per Client$41K
Avg. per Advisor$1.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fee for equities (stocks, ETFs) is 2.25%. Fee for bonds is 1.0%. Fee for mutual funds is 0%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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