SIMA Wealth Partners offers personalized investment advice and financial planning services. They manage investment portfolios, create financial plans covering areas like retirement and estate planning, and help clients select third-party investment advisors. SIMA Wealth tailors its advice to each client's individual needs and goals.
Assets Under Management$150M
Clients126
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. Wrap fee program includes investment advisory services, execution of securities brokerage transactions, custody and reporting services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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