Assets Under Management
$3.6B
Number of Clients
5,619
Number of Advisors
154
Average Client AUM
$640K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Simplicity Wealth offers investment management through model portfolios, retirement plan services, and financial planning. They utilize ETFs, mutual funds, and common stock, with optional tax optimization and socially responsible investing services. They also offer a managed account program (TAMP) and sub-advisory services.
475 Springfield Ave., Suite #1, Summit, NJ, 07901