Assets Under Management
$145.4M
Number of Clients
126
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$24.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
SIMA Wealth Partners provides asset management services tailored to individual client needs, specializing in actively managed accounts using nonproprietary investments. They offer discretionary investment advisory services and, upon request, financial planning and consulting services. The firm manages assets for individuals, families, estates, trusts, and group retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.15% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.70% |
The advisory fee is negotiable between the client and the Advisor.
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235