Securities Industry Management Corp (SIMC) provides ongoing financial advice and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses and charities. SIMC assists clients with managing their investments on a discretionary basis, tailoring investment strategies to their objectives, experience, time horizon, and risk tolerance. SIMC monitors and rebalances portfolios as needed.
Assets Under Management$14M
Clients12
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.50% |
Valuations above $1,000,000 and bond portfolios are subject to negotiation. The minimum fee for smaller portfolios is $2,500 also billed semi-annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...