Sims Investment Management creates customized investment portfolios based on each client's goals, income needs, risk tolerance, and other factors. Sims Investment Management uses various investment vehicles and security analysis methods. Sims Investment Management also offers financial planning services covering personal finances, taxes, retirement, and investments. Implementation of the financial plan is at the client’s discretion.
Assets Under Management$250M
Clients1,752
Advisors6
Avg. per Client$140K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees for comparable services may be available from other sources at a lower cost. The client will be charged separate fees for exchange, regulatory, and/or third-party fees. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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