J.E. Simmons & Co., P.C.
Assets Under Management
$178.3M
Number of Clients
386
Number of Advisors
2
Average Client AUM
$462K
AUM per Advisor
$89.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
J.E. Simmons & Co., P.C. offers financial planning and investment advisory services. Financial planning includes evaluating current and future financial status. Investment advisory services provide continuous advice based on individual objectives and risk tolerance. Tax preparation is a separate service.
Fee Structure
Investment supervisory services are charged at an annual fee of 1.00% of assets under management, calculated quarterly in arrears. Fees and minimum account size may be negotiable. Financial planning fees are determined based on the nature and complexity of the services provided, either as a fixed fee, hourly fee, or retainer/monitoring fee. The firm generally does not require a minimum opening account size for financial planning services.
Areas of Practice
Location
15770 N. Dallas Parkway, Suite 150, Dallas, TX, 75248
