Simplicity Financial provides investment advisory services by helping clients select third-party money managers and financial planning services covering retirement, risk management, college savings, and estate planning. They also offer comprehensive financial planning with ongoing access to a planner for a monthly or quarterly retainer. Simplicity Financial works with individuals, high net-worth individuals, and businesses.
Assets Under Management$8M
Clients79
Advisors1
Avg. per Client$100K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual fee is negotiable and includes the Outside Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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