Simplify Asset Management Inc. is a registered investment advisor headquartered in Las Vegas, Nevada, offering institutional-grade alternative investment strategies. Simplify manages exchange-traded funds, separately managed accounts for institutional investors, and provides model portfolios to other registered investment advisors. Simplify specializes in innovative risk management strategies, options and derivative overlays, and quantitative asset allocation. The firm's investment offerings are designed to provide access to advanced strategies that were traditionally reserved for hedge funds and institutional investors. Simplify does not directly manage individual retail client portfolios through personalized separately managed accounts, instead offering its strategies primarily through exchange-traded funds and model portfolios, while providing customized separately managed accounts exclusively to certain institutional clients.
Fee Structure
Simplify Asset Management offers its investment strategies primarily through exchange-traded funds and institutional separately managed accounts rather than direct individual portfolio management.
- Exchange-Traded Funds — Management fees vary by fund and are deducted directly from the fund's assets and reflected in the daily share price.
- Separately Managed Accounts — Management fees for institutional separately managed accounts are negotiable, with indicative rates up to 2% per year. Accounts may also be subject to performance-based fees up to 30% per year and setup fees up to 1%.