Simplified Wealth Management offers investment management services to clients, determining investment goals, objectives, and risk tolerance. Investment strategies, investment selection, and asset allocation are based on these factors. Clients may have a financial plan completed at no additional cost. The firm offers both discretionary and non-discretionary asset management services.
Assets Under Management$22M
Clients29
Advisors3
Avg. per Client$740K
Avg. per Advisor$7.2M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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