Simplevisor
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)
About This Firm
SimpleVisor offers online investment advisory and portfolio management services through an online platform with 10 investment models. Back-office services are provided by Clarity Financial, an affiliated SEC-registered investment adviser. Custody services are provided by Fidelity Institutional Wealth Services and Pershing, LLC.
Fee Structure
Minimum Investment:$10K
Financial Planning:Investment management only
SimpleVisor charges an annual management fee of 0.75% for passive model portfolios and 1.00% for active model portfolios, paid quarterly in advance. A minimum account size of $10,000 is required.
Areas of Practice
Investment Management
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Location
11750 Katy Freeway,, Ste 840, Houston, TX, 77079