SimpleVisor is an online investment advisor that provides portfolio management services through an online platform. Clients complete a risk tolerance questionnaire, and SimpleVisor recommends a model portfolio based on their answers. The model portfolios are constructed with ETFs, cash, stocks, and bonds. SimpleVisor also offers services on a self-directed basis, whereby clients will receive investment recommendations for model portfolios, but the client retains the ultimate decision of whether or not to follow such recommendations. Back-office services are provided by Clarity Financial, LLC.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
0.75% for passive model portfolios and 1.00% for active model portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...