Elizabeth Barnett Sims
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.
Areas of Practice
Advisor Information
Office location
115 Wild Basin Rd, Suite 115, Austin, TX, 78701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is an Asset Management Strategist for Herbert J. Sims Capital Management, dedicating approximately 45% of her time to this role. She is responsible for portfolios, models, and due diligence on third-party managers.