Simons Financial Network (SFN) offers financial management, financial planning, education, support, and investment advice. SFN provides a range of services, including personal business management (family office services), financial planning, divorce financial planning, investment education and advice, tax preparation, and credit rehabilitation. SFN expects clients to be actively involved in their finances and provides education to facilitate this.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.98% |
| $500K - $1000K | 1.80% |
| $1M+ | 1.25% |
Fees may be adjusted based on householding, assets that may become available, portfolio complexity, additional services, client referrals, and negotiation. The above management fees do not include transaction fees (including commissions), annual fees, holding fees, transfer/re-registration fees, termination fees, or other fees that may be charged by third-parties.