SIIMPL provides a wealth management tool for RIAs to create personalized target-based strategies for their clients using the Evaluator RMS Funds. SIIMPL does not have discretionary authority and only acts in a non-discretionary manner, making initial investments in the Evaluator Funds based on the RIA's direction. The RIA and their client make all decisions regarding investment phases and risk tolerance.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.24% |
Fee is 0.12% for affiliated advisor FBD Asset Mgmt. Minimum asset level based on Evaluator Funds prospectus.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.