Simba Investment Advisors provides portfolio management for individuals, small businesses, and institutional clients. The firm also provides advice on and can sell insurance products and real estate. These services, along with an initial interview, can provide a client with a basic financial plan. Simba bases its services on a client’s age, time horizon, and risk tolerance. Clients receive a written investment policy statement.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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