Simplify Investments offers portfolio management services to individuals, families, and small businesses, primarily using stocks, ETFs, and bonds. They conduct an initial interview to discuss the client's situation and goals. The firm prepares investment guidelines based on the client's objectives, risk tolerance, and liquidity needs. Simplify Investments does not offer financial planning, market timing, wrap-fee programs, or tax/legal/insurance services.
Assets Under Management$7.5M
Clients5
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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