Simco Financial provides investment management services primarily to 401(k) plan sponsors through sub-advisory arrangements. Simco Financial aims to help clients make informed financial decisions and achieve their long-term financial goals. Simco Financial also offers retirement plan consulting services. Simco Financial does not provide financial planning services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Simco Financial provides investment management services, but fees are paid to Simco Financial from the other registered investment advisor managing a client's assets. Simco Financial earns compensation for referring clients to these advisors and providing ongoing services.
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