Simmons Asset Management is a registered investment advisor based in Baton Rouge, Louisiana, offering continuous portfolio management tailored to each client's individual needs and goals. The firm builds personalized investment strategies through detailed discussions covering objectives, time horizons, risk tolerance, and tax considerations. Simmons Asset Management primarily uses fundamental analysis, asset allocation, and mutual fund or exchange-traded fund analysis to construct long-term investment portfolios consisting of exchange-listed and over-the-counter securities, corporate debt, certificates of deposit, municipal securities, mutual funds, government securities, and exchange-traded funds. Clients may place reasonable restrictions on the types of securities held in their accounts.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees generally range from 1.00% to 2.00% based on assets under management. Fees are negotiable on a client-by-client basis.