Simonet Financial Group provides investment advice and financial planning services to individuals, high net worth individuals, corporate pension and profit-sharing plans, corporations, and small businesses. Simonet focuses on helping clients develop and execute plans to build and preserve wealth, with an emphasis on business and retirement planning. Simonet also offers a bookkeeping service.
Assets Under Management$19M
Clients73
Advisors2
Avg. per Client$260K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.75% |
| $5.0M - $10.0M | 1.60% |
| $10M+ | 1.35% |
Fees may be negotiable based upon certain circumstances. Minimum fee of $500 for individual accounts and $1500 for corporate accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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