Simplicity Wealth
Assets Under Management
$3.6B
Number of Clients
5,619
Number of Advisors
154
Average Client AUM
$640K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Simplicity Wealth provides investment advisory services to individuals, institutions, and retirement plans. Services include discretionary and non-discretionary retirement plan services, financial planning, and access to model portfolios managed by third-party investment managers. They also offer optional tax overlay and socially responsible investing services.
Fee Structure
Advisory fees are based on a percentage of assets under management, ranging from 0.10% to 2.00%. Financial planning fees are either fixed (ranging from $1,000 to $5,000) or hourly ($50 to $400 per hour), depending on the complexity of the situation. Additional fees may apply for Tax Overlay Services (0.10% per annum) and Socially Responsible Investing Services (0.10% per annum). Fees are negotiable and outlined in the client agreement.
Areas of Practice
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901