Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
SimpleVisor charges an annual management fee of 0.75% for passive model portfolios and 1.00% for active model portfolios, paid quarterly in advance. A minimum account size of $10,000 is required.
Areas of Practice
Advisor Information
Office location
11750 Katy Freeway, Suite 840, Houston, TX, 77079
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Connie owns Alora Consulting, LLC, a licensed insurance agency, and acts as a licensed insurance agent, dedicating about 10-20% of her time. She also owns Mack Consulting, LLC, a real estate investment company, and is a partner and financial advisor with RIA Wealth Advisors LLC, a wealth management company, and Managing Member and CCO of RIA Global Research.