Simmons Investment Management provides investment advice based on your individual needs. They manage investment portfolios on a discretionary basis, making changes without prior consultation. For clients with at least $500,000, Simmons offers wealth management, which includes financial planning. They also offer workplace retirement plan advising and project-based financial planning.
Assets Under Management$21M
Clients21
Advisors1
Avg. per Client$1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$120K
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.2M | 1.00% |
| $1.2M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the listed fee schedule based on circumstances such as complexity, historical relationship, type of assets, anticipated future assets, related accounts, negotiation, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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