Sima Wealth Partners, LLC
Assets Under Management
$145.4M
Number of Clients
126
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$24.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SIMA Wealth Partners provides asset management services tailored to individual client needs, specializing in the selection and monitoring of nonproprietary investments within actively managed accounts. They offer discretionary investment advisory services and, upon request, financial planning and consulting services. The firm focuses on understanding each client's objectives, goals, risk tolerance, and time horizon.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.15% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.70% |
The advisory fee is negotiable between the client and the Advisor.
Fee Estimator
SIMA Wealth Partners uses a wrap fee program where clients receive investment advisory services, execution of securities brokerage transactions, custody, and reporting services for a single fee. The annual advisory fee is negotiable and based on assets under management, as shown in the table above. At our discretion, we may combine the account values of family members to determine the applicable advisory fee. If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a prorated refund of any pre -paid quarterly advisory fee.
Areas of Practice
Location
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235