Simplexity Investment Management provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Simplexity creates an Investment Policy Statement for each client to guide investment decisions. Simplexity generally limits its money management to mutual funds and ETFs but may use other securities to diversify portfolios.
Assets Under Management$3.2M
Clients2
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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