Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)
SimpleVisor offers online investment advisory and portfolio management services based on an online platform with 10 investment models. Back-office services are provided by Clarity Financial, LLC. Fidelity and Pershing provide clearing and custody services. The platform is located at www.simplevisor.com.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
1.00% of AUM for active model portfolios. 0.75% of AUM for passive model portfolios.
11750 Katy Freeway,, Ste 840, Houston, TX, 77079