Simaris Financial offers both discretionary and non-discretionary portfolio management services tailored to individual client needs. They also provide financial planning services covering cash flow, debt management, college savings, estate planning, insurance, investment analysis, retirement planning, and tax strategies. Simaris primarily practices passive investment management, but may include fundamental analysis.
Assets Under Management$14M
Clients17
Advisors1
Avg. per Client$840K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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