Simplicity Wealth offers comprehensive investment management, financial planning, and turnkey asset management program services for individual investors, retirement plans, and third-party advisors. Simplicity Wealth builds diversified portfolios using exchange-traded funds, mutual funds, and individual securities, following structured asset allocation and holding selection processes. Clients can access specialized offerings such as tax optimization services, customized environmental and social screening, and index replication strategies. Simplicity Wealth operates primarily as a turnkey asset management program provider, partnering with other advisors to deliver model portfolios from various third-party managers alongside back-office and operational support. The firm also provides ongoing and one-time financial planning engagements covering retirement, tax concerns, and estate considerations, tailoring strategies to match individual risk tolerances and personal investment restrictions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.