The Simmons Partnership works with clients to provide investment management and financial planning services. They gather information about your financial situation and goals, then create a financial plan and investment program. Clients can implement the plan themselves or become asset management clients of The Simmons Partnership. They require a minimum of $250,000 to manage investments, but may waive this minimum. Asset management is offered on a discretionary or non-discretionary basis.
Fee Structure
The Simmons Partnership manages investment accounts for a fee that ranges from 0% to 1.85% per year of the portfolio's value. The exact fee depends on factors like the size of the account and the complexity of the assets. Fees are negotiable. The fee is deducted from your account quarterly, in advance.