Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million.
Fee Estimator
Financial planning fees are either fixed (up to $10,000) or hourly (up to $400). Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. There is also an annual $35 fee for portfolio aggregation software, waived for accounts under $5,000. Clients managing assets through Portfolio Medics, LLC are subject to a 2.60% annual management fee. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
317 State Street, Guthrie Center, IA, 50115
Get directionsRegulatory History (1)
Financial
November 2022Other Business ActivitiesSells Insurance
James is a co-owner of Simplify Arms & Ammo LLC, a federally licensed firearms manufacturer, spending minimal time on order fulfillment and customer acquisition. He is also the CEO/co-owner of Simplify Enterprises, LLC d/b/a Simplify Wealth Partners, a licensed insurance and annuity brokerage, dedicating about a quarter of his time to training agents, selling and servicing insurance, and occasional consulting.