Assets Under Management
$27.8M
Number of Clients
5
Number of Advisors
1
Average Client AUM
$5.6M
AUM per Advisor
$27.8M
Compensation
Fee-Only (AUM)
SimplySmart specializes in building and managing portfolios focused on generating yield and income, while seeking to reduce fees, taxes, and risk through diversification. They develop tailored investment strategies and asset allocations based on individual needs and market conditions, emphasizing principal preservation and growth.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.80% |
Fees may be negotiable under unusual circumstances.
CA, United States