SimpliFi offers investment management and financial planning services to individuals and high-net-worth individuals. SimpliFi makes investment recommendations based on the client's investment objectives. SimpliFi offers investment advisory services on a discretionary basis. Financial planning services are designed to provide the client with an analysis of steps the client may wish to consider within their investment accounts and financial situation to help achieve the client's financial goals and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Effective March 28, 2025, SimpliFi updated its fee schedule for new clients. However, existing clients will continue to pay fees based on the previous fee schedule agreed upon at the time of their engagement with SimpliFi. Some family and related accounts may have fees waived or at a reduced charge.