Firm Information

Compensation
Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr

SIMA Retirement may charge annual planning fees, project-specific fees, hourly fees (up to $300/hour), or fees based on plan assets under advisement (maximum 1.00%). Fees are negotiable based on complexity, goals, and services rendered. Consulting fees are negotiable depending on plan assets, investment selection, number of participants, and frequency of educational meetings. The exact fee and payment arrangements will be stated in the advisory agreement.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sima Retirement Solutions, LLC
January 2024 - Present · 2 yrs
Sima Wealth Partners, LLC
January 2024 - Present · 2 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.