SimplifiedFP, LLC offers investment management and financial planning services. As a fee-only firm, SimplifiedFP only receives compensation from clients for its services. Investment management involves creating and managing a portfolio based on a client's individual needs and goals. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on a project basis or as an ongoing engagement.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.90% |
| $1M+ | 0.80% |
Total fees will not exceed 3% of the value of assets under management. Fees are negotiable and some fees may vary by Client for similar services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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