How does the advisor help clients – Key Takeaways:
Simple Portfolio Management, Inc. specializes in providing personalized financial management services to individuals and businesses. With a team of experienced advisors, they work closely with clients to help them achieve their financial goals and secure their financial future.
- Provides personalized financial management services to individuals and businesses
- Team of experienced advisors work closely with clients
- Helps clients achieve their financial goals and secure their financial future
Facts and Insights
Founded in 2005, Simple Portfolio Management, Inc. has been in the business of providing financial management services for over 15 years. With a proven track record of success, their advisors have helped numerous clients reach their financial goals and grow their wealth.
Their team of experts stays up-to-date on the latest industry trends and insights, ensuring that their clients receive the most effective and tailored financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 20 |
| 2015 | $2 billion | 30 |
| 2020 | $5 billion | 50 |
Financial Services Offered
Simple Portfolio Management, Inc. offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Educational planning
Client Types
Simple Portfolio Management, Inc. works with a wide range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique financial needs and goals of each client.
Fees & Compensation
The advisors at Simple Portfolio Management, Inc. are committed to providing transparent and affordable services to their clients. They charge a percentage of assets under management, with fees ranging from 1-2%. They do not receive any commissions or kickbacks from financial products or services, ensuring that their advice is unbiased and in the best interest of their clients.
Background
The team of advisors at Simple Portfolio Management, Inc. has a diverse background in finance, accounting, and investment management. Combined, they have over 50 years of experience in the field and have built a strong reputation for their expertise and exceptional customer service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Simple Portfolio Management, Inc. is held to a fiduciary standard, meaning they are required to act in the best interest of their clients at all times. They are also required to disclose any potential conflicts of interest to their clients, ensuring transparency and trust in their services.
Additionally, their advisors are properly registered and licensed, with no disciplinary actions on their record. Clients can have peace of mind knowing they are working with a reputable and qualified team of financial experts.