The Simple Investor's Guide, operating as Simi Valley Investment Services, offers investment advice and financial planning to individuals and businesses. They provide non-discretionary portfolio management, meaning they need your approval before making any trades. They also offer financial planning services on a fixed or hourly fee basis. Clients who use their portfolio management services may receive complimentary financial planning.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$660K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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