Simply Human Advisors offers financial planning and investment management services. Financial planning involves evaluating a client's current and future financial state. Investment management builds upon the financial planning process, establishing goals and objectives based on a client's circumstances, developing an investment plan, and managing a portfolio. The firm primarily advises on investments in stocks, bonds, mutual funds, and ETFs.
Assets Under Management$14M
Clients5
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Simply Human Advisors offers ongoing financial planning and investment management for an annual fee of 0.75% of your portfolio, calculated quarterly. This fee ranges from $7,500 to $30,000 per year, depending on your needs and the complexity of your situation. Fees are negotiable.
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