About SIMMONS INVESTMENT MANAGEMENT LLC
SIMMONS INVESTMENT MANAGEMENT LLC is a leading financial advisory firm that provides comprehensive wealth management services to its clients. With a team of highly experienced advisors and a strong track record of success, the firm is committed to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Through personalized financial planning and investment management strategies, SIMMONS INVESTMENT MANAGEMENT LLC helps its clients:
- Gain a deeper understanding of their financial situation
- Identify and prioritize their goals and objectives
- Develop a comprehensive financial plan
- Implement and manage investment strategies tailored to their needs
- Receive ongoing support and guidance
Facts and Insights
As of 2020, SIMMONS INVESTMENT MANAGEMENT LLC has over $5 billion in Assets Under Management (AUM) and a team of 17 highly qualified advisors. The firm has been in business for over 20 years and has earned a reputation for its expertise, transparency, and client-focused approach.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1999 | 17 | $5 billion |
Financial Services Offered
SIMMONS INVESTMENT MANAGEMENT LLC offers a wide range of financial services to help clients achieve their unique financial goals and objectives. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Education planning
- Insurance and risk management
Client Types
The firm serves a diverse group of clients, including high-net-worth individuals, families, and businesses. The team at SIMMONS INVESTMENT MANAGEMENT LLC understands that each client has unique needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
SIMMONS INVESTMENT MANAGEMENT LLC operates on a fee-only basis, meaning that they only earn fees directly from their clients and do not receive commissions or other compensation from third parties. This fee structure ensures that the firm’s interests are aligned with their clients’ and eliminates any potential conflicts of interest.
Background
The founder and CEO of SIMMONS INVESTMENT MANAGEMENT LLC, John Simmons, has over 30 years of experience in the financial industry. He holds several professional designations, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA). Simmons and his team of advisors bring a wealth of knowledge and expertise to the firm, providing clients with the highest level of service and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, SIMMONS INVESTMENT MANAGEMENT LLC operates under strict regulations and must disclose any potential conflicts of interest or legal issues. The firm has a clean record and does not have any disciplinary actions or negative events reported in their records.