Underhill Investments offers investment management services, acting as a co-advisor with Simplicity Wealth, LLC. Underhill Investments is responsible for the client relationship and determining the strategic allocation for client accounts. Simplicity Wealth, LLC performs discretionary management of client accounts. Underhill Investments also offers asset management services to legacy advisory clients.
Fee Structure
Underhill Investments acts as a co-advisor with Simplicity Wealth, LLC. The total annual fee for these services is 1.00%, split between Underhill Investments (0.505%) and Simplicity (0.495%). If Simplicity provides additional services like tax optimization or socially responsible investing, an additional 0.10% annual fee applies. Fees are based on the average daily balance of your account and are negotiable.