Simplified Wealth offers financial advisory and wealth management services, integrating financial planning, tax management, investment management, estate planning, and risk management. Simplified Wealth focuses on understanding client needs to establish financial goals and provide tailored advice. Services are offered through ongoing and project-based engagements.
Assets Under Management$6.1M
Clients20
Advisors1
Avg. per Client$300K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $500K | 0.80% |
| $500K - $1000K | 0.65% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $7.5M | 0.35% |
| $7.5M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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