Simplicity Wealth Management (SWM) offers investment management where they can make trades for you without asking first. They also provide financial planning covering retirement, college savings, and estate planning. SWM works with individuals, high net-worth individuals, charitable organizations, and corporations.
Assets Under Management$36M
Clients47
Advisors1
Avg. per Client$760K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001. Clients can combine multiple household accounts to receive a lower tiered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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