Simplicity Wealth Management offers personalized investment management and comprehensive financial planning services. The firm builds passive, diversified portfolios using index mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance and goals. In addition to managing investments, Simplicity Wealth Management provides holistic financial planning covering retirement, taxes, estate planning, cash flow, college savings, and employee benefits. Clients with more than $1,000,000 in investments can receive ongoing financial planning at no additional cost. Conversely, ongoing planning clients with less than $1,000,000 invested with the firm can receive investment management at no extra charge. The firm operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts over $10,000,000 are negotiable. Household accounts can be combined for tiered fee savings.
