Simmons Capital Group is a registered investment advisor founded in 2015, located in Halfmoon, New York. Simmons Capital provides discretionary investment management and comprehensive financial planning services tailored to individual client goals, including faith-based and moral values alignment. The firm builds portfolios primarily using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Simmons Capital operates a wrap fee program where a single bundled fee covers both advisory services and transaction execution through Pershing LLC. In addition to investment management, Simmons Capital offers broad-based financial planning covering retirement, taxes, estate matters, and insurance. The firm also provides consulting and project-based financial planning. Simmons Capital is legally required to act in your best interest as a fiduciary when providing investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees for accounts over $10,000,000 are negotiable. Retirement plan services range from 0.50% to 1.00%.