SimplySmart Asset Management provides investment management services to individual investors. SimplySmart builds portfolios focused on generating income while reducing fees and taxes through diversification. They tailor investment strategies to individual needs and risk preferences, emphasizing principal preservation and growth. Portfolios may include individual debt instruments, mutual funds, ETFs, individual equities, closed-end funds, partnerships, and private investments.
Assets Under Management$29M
Clients5
Advisors1
Avg. per Client$5.9M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...