Simplicity Wealth offers investment management and financial planning services to individuals, high-net-worth individuals, retirement plans, and institutions. Services include financial planning, retirement plan services, and a managed account program that utilizes third-party investment managers. Simplicity Wealth also offers optional tax optimization and socially responsible investing services. Clients work with an advisor to determine the appropriate investment options and model portfolios.
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.