Southern Investment Management Collective (SIMC) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SIMC creates an Investment Policy Statement outlining the client's situation and constructs a plan to select a suitable portfolio. SIMC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$66M
Clients27
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$66M
www.linkedin.com/in/kent-fisher-simc ·www.simcollective.com ·www.facebook.com/profile.php?id=100063828330482
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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