A complete list of active advisors currently associated with Simple Money Advisors LLC
Warmer can help you find a great advisor at Simple Money Advisors LLC or one who fits your needs even better.
Simple Money Advisors LLC provides discretionary and non-discretionary investment advisory services primarily to individuals and high‑net‑worth individuals, along with one‑time and ongoing financial planning. The firm also offers a subscription account‑aggregation and planning platform called Simple Money Projections, developed and owned by its affiliate, Simple Money, Inc., which clients may use to centralize financial data. SMAL documents client objectives in individualized Investment Policy Statements and may request authority to implement portfolios across a broad set of instruments using methods that include fundamental, quantitative, technical/charting, and modern portfolio theory; the firm’s strategies can include long‑ and short‑term trading, options, margin, and short sales. It offers a range of fee arrangements (including asset‑based, performance‑based, net‑worth‑based, fixed and hourly planning fees, and subscription fees), requires custody at Schwab Institutional, and notes that performance fees for qualified clients are subject to a high‑water mark and hurdle mechanism. Compared with many peers, SMAL is notable for offering financial planning on both fixed‑fee and hourly bases and for providing portfolio management for individual clients despite being a newly formed adviser with no active SEC‑registered advisors or reported assets under management at filing. The brochure discloses the firm’s affiliate relationship with Simple Money, Inc. (and the attendant incentive to recommend the affiliate’s platform) and also specifies that SMAL does not act as a private fund adviser even though its investment menu includes private placements and venture capital opportunities.
To learn more about the advisors currently working at Simple Money Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mountain View, CA
| 0
|
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