Sima Retirement Solutions, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
SIMA Retirement Solutions offers educational, consulting, review, and support services to qualified retirement, profit sharing, cash balance, and 401(k) plans. Services include investment policy statement review/preparation, investment vehicle review/selection, investment performance monitoring, and employee communications/education. They do not offer direct asset management.
Fee Structure
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
Location
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235