Simmons Capital Group offers investment advice and financial planning to individuals, families, and organizations. Simmons Capital manages investments, creates financial plans covering areas like retirement, taxes, and estate planning. Simmons Capital also co-manages some accounts with Steward Advisors Group.
Assets Under Management$190M
Clients455
Advisors7
Avg. per Client$430K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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