The Simpson Firm LLC provides investment advisory services, selecting investment strategies to match client goals and risk tolerance. They also offer advice on budgeting, education, retirement, and insurance planning as needed. The firm does not verify client-provided information and clients are responsible for notifying The Simpson Firm LLC of any changes to their financial situation or investment objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10.0M - $24.0M | 0.55% |
| $24.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Percentage fees are negotiable according to the complexity of the portfolio and could be higher or lower than the above fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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