Simplysmart Asset Management
Assets Under Management
$27.8M
Number of Clients
5
Number of Advisors
1
Average Client AUM
$5.6M
AUM per Advisor
$27.8M
Compensation
Fee-Only (AUM)
About This Firm
SimplySmart specializes in building and managing portfolios focused on generating yield and income, while seeking to reduce fees, current taxes, and risk through diversification. They develop tailored investment strategies and asset allocations based on individual needs and circumstances. The firm constructs global portfolios that may include various investment types and monitors/rebalances them when necessary.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.80% |
Fees may be negotiated under unusual circumstances.
Fee Estimator
SimplySmart charges an annual management fee of 0.80% of total assets managed for discretionary investment management services. Fees are charged quarterly in arrears. Accounts initiated during a calendar quarter will be charged a prorated fee. Hourly fees start at $500 per hour and are negotiated and agreed upon in advance.
Areas of Practice
Location
CA, United States