SimpliciFi provides investment advice to individuals, high net worth individuals, trusts, estates, and businesses. SimpliciFi creates customized investment strategies based on your goals, risk tolerance, and financial situation. SimpliciFi invests your money in diversified mutual funds and exchange-traded funds. SimpliciFi also offers financial planning services as part of its investment management services.
Assets Under Management$3.8M
Clients21
Advisors1
Avg. per Client$180K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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