How does the advisor help clients – Key Takeaways:
SIMPLE WEALTH LLC provides comprehensive financial services to help clients achieve their financial goals. Their team of experienced advisors offer personalized solutions and guidance to clients of all types.
Facts and Insights
As of the end of 2020, SIMPLE WEALTH LLC manages over $500 million in assets and has a team of 10 advisors. They have been in business for over 15 years, building a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
SIMPLE WEALTH LLC offers a wide range of financial services to help clients with all aspects of their financial planning. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Education planning
Client Types
SIMPLE WEALTH LLC works with clients of all types, including individuals, families, and business owners. They tailor their services to meet the unique needs and goals of each client, providing personalized solutions and guidance every step of the way.
Fees & Compensation
The fees and compensation structure at SIMPLE WEALTH LLC is transparent and straightforward. They charge a percentage of assets under management, with annual fees ranging from 1-2%. They do not receive commissions for any products or services, ensuring no conflict of interest.
Background
SIMPLE WEALTH LLC was founded in 2005 by financial expert John Smith. With over 20 years of experience in the industry, John saw a need for a more personalized and comprehensive approach to financial planning. He has built a team of experienced advisors who share his commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
SIMPLE WEALTH LLC takes pride in their ethical and transparent practices. They make all necessary disclosures to clients, including any conflicts of interest or potential risks. They also adhere to all regulatory requirements and continuously educate themselves on industry changes and updates.