Simple Wealth, LLC is a fee-based investment management firm. They offer both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals, time horizons, and risk tolerance. They also provide financial planning and consulting services on an hourly or fixed-fee basis, covering areas like budgeting, cash flow analysis, tax planning, education planning, and legacy planning. Simple Wealth does not act as a custodian of client assets.
Assets Under Management$53M
Clients133
Advisors2
Avg. per Client$400K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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