SimpleVisor operates as an online automated investment advisor offering digital portfolio management services through a selection of ten model portfolios. These models are constructed using exchange-traded funds, cash, individual stocks, and bonds across various risk categories. Clients complete an online risk tolerance questionnaire to receive a model portfolio recommendation matching their objectives, risk tolerance, and time horizons. SimpleVisor provides its services entirely online without face-to-face meetings, utilizing back-office support from Clarity Financial and holding client assets at Fidelity Institutional Wealth Services and Pershing. The firm does not provide personalized financial planning, tax planning, or estate planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Passive model portfolios cost 0.75% per year, and active model portfolios cost 1.00% per year.