Simplified Wealth Management (SWM) provides investment advice tailored to your needs and goals. SWM offers both discretionary and non-discretionary investment advisory services through managed accounts. SWM may recommend how to allocate your assets among different investment products like stocks, bonds, and mutual funds. SWM also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$230M
Clients712
Advisors7
Avg. per Client$320K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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