Simplicity Financial is a registered investment advisor offering investment advisory services and financial planning. For investment management, Simplicity Financial assists clients in selecting outside managers and appropriate allocation models, charging a standard advisory fee of 0.95% that includes the outside manager's fee. For comprehensive financial planning, Simplicity Financial provides continuous one-on-one planning through a monthly or quarterly retainer ranging from $1,200 to $50,000 per year, which includes investment management at no additional cost. The firm also offers standalone financial planning on a fixed-fee basis ranging from $500 to $2,000. Simplicity Financial specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Standard annual advisory fee is 0.95%, which includes the outside manager's fee. Investment management is included at no additional cost for clients enrolled in comprehensive financial planning.
