Simplified Financial Partners offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning and consulting services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also offer pension consulting services to employee benefit plans.
Assets Under Management$78M
Clients91
Advisors1
Avg. per Client$860K
Avg. per Advisor$78M
simplifiedfinancialpartners.com ·www.linkedin.com/in/gregory-seppanen-cfp®-59a74326 ·www.linkedin.com/company/simplified-financial-p...
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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