Alan Simpson is a CFA-designated registered investment advisor at Simpson Investment Counsel, based in Lexington, MA, with 30 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 3 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Relationship discounts are negotiable.
Fee Estimator
Location
405 Waltham St #Pmb392, Lexington, MA, 02421
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Simpson Investment Counsel
Previous Registrations
Pension & Wealth Management Advisors
State Registrations1 state
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