Anne Coupe is a registered investment advisor at Simplicity Wealth, based in Barrington, IL, with 25 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
Barrington, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne is a board member for Special Gifts Theatre, a therapeutic theatre program for children and adults with special needs, since 2017. She dedicates a few hours per week to setting strategy and executing plans for the organization's sustenance and growth.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Aegon Asset Management US
Foreside Fund Services, LLCBroker
BMO Investment Distributors, LLCBroker
UBS Asset Management (US) INC.Broker
Deam Investor Services, INC.Broker
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
Banc One Investment Advisors CORP
Marsh & Mclennan Securities CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.