SimplyRich offers investment advisory services, including personalized asset management, to individuals. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. SimplyRich constructs portfolios using various investments and monitors them to meet client goals. Comprehensive financial planning services are not included in this service.
Assets Under Management$440M
Clients67
Advisors2
Avg. per Client$6.6M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$800K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.20% |
There are two fee schedules based on the totality of the client’s financial situation. Fee Schedule 2 is charged at an annual rate of $3,000 plus .0.20% of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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