SimpliPhi Capital is a registered investment advisor founded in Colorado in 2026 and led by Certified Financial Planner and Chartered Financial Analyst Jerome Perkins. The firm primarily offers custom portfolio management on a discretionary basis using a tactical allocation strategy designed to manage risk and enhance performance. SimpliPhi Capital utilizes a wide range of investments including stocks, bonds, mutual funds, exchange-traded funds, options, and cash positions. In addition to managing investments, the firm provides standalone financial planning services covering retirement strategies, tax optimization, budgeting, cash flow analysis, estate planning, and asset protection. SimpliPhi Capital serves individuals, trusts, estates, and charitable organizations with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.25% |
Fees are calculated on a blended tier schedule and may be negotiated at the sole discretion of the advisor.