Simaan Investment Management offers portfolio management services with a focus on equity, options, and retirement strategies. The firm aims to align its interests with clients by investing its own capital alongside them in active equity and options strategies. Simaan analyzes each client's financial situation based on their goals, needs, and obligations, and may invest in a wide variety of securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.75% |
Schedule is for equity clients who do not choose performance fees. For equity clients who choose performance fees, the annual fee is 0.75% for account balances up to $1,000,000 and 0.65% for account balances over $1,000,000, along with a performance-based fee of 10% of profit based on the high watermark value of each account. For the retirement strategy, the annual fee is 1.25%. For the options strategy, the performance fee is 25% of profit above the high watermark value of each account. For third party management services, annual fees are 0.55% for the equity and retirement strategies, and 25% of profit above high watermark for the options strategy. All fees and rates are negotiable.