Simplified Planning and Investments offers investment management and financial planning services to individuals and high-net-worth individuals. The firm develops personalized investment plans and manages portfolios based on client goals and risk tolerance. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial coaching is also available.
Assets Under Management$8.4M
Clients6
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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