J.E. Simmons & Co. offers financial planning and investment advisory services. Financial planning involves evaluating your current and future financial status, covering personal, business, tax, investment, insurance, retirement, death/disability, and estate matters. Investment advisory services provide continuous advice on investing your funds based on your objectives, risk tolerance, and liquidity needs. You can choose either or both services.
Assets Under Management$180M
Clients386
Advisors2
Avg. per Client$460K
Avg. per Advisor$89M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and minimum account size may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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