Simpli-FI Alpha LLC provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. They create a personalized Investment Policy Statement for each client. Simpli-FI Alpha may ask for authority to make trades without asking you first, but can also provide non-discretionary portfolio management if you prefer. They primarily invest in equities, ETFs, derivatives, fixed income securities, real estate funds, and treasury inflation-protected bonds.
Assets Under Management$4.4M
Clients17
Advisors2
Avg. per Client$260K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Qualified Clients pay an annual fee of 1% of assets under management along with a 10% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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