Simple Life Financial provides investment advice to individuals, families, and small businesses. The firm manages investment accounts to help clients save and invest for long-term goals like retirement and college. Simple Life Financial uses tools to understand a client's investment timeframe and risk tolerance to create a tailored investment plan. The firm primarily invests client funds in diversified mutual funds and exchange-traded funds.
Assets Under Management$35M
Clients25
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$18M
www.linkedin.com/company/simple-life-financial ·www.simplelifefinancial.com ·www.facebook.com/simplelifefinancial
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Simple Life Financial charges a percentage of the value of your investments. The specific percentage is based on the scope of services, the number and type of accounts, the amount you invest, and the complexity of your financial situation.
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