A complete list of active advisors currently associated with Simple Wealth LLC
Warmer can help you find a great advisor at Simple Wealth LLC or one who fits your needs even better.
Simple Wealth, LLC manages approximately $54.2 million for about 108 clients and provides discretionary and non-discretionary portfolio management as well as financial planning and consulting to individuals (including high-net-worth clients) and charitable organizations. Services include ongoing portfolio monitoring, periodic written reports, and single-need analyses or comprehensive written financial plans. The firm’s investment approach combines strategic and tactical asset allocation with multiple methods of analysis (fundamental, technical, cyclical, and computer-model inputs) and employs a mix of equities, fixed income, mutual funds, ETFs, and other vehicles to match client objectives and risk tolerance. Where appropriate and only on a non-discretionary basis, Simple Wealth may use options (purchased puts and covered calls) as part of portfolio management, and it offers clients quarterly reporting and periodic reviews tied to changes in circumstances or markets. Simple Wealth discloses several relationships and arrangements that distinguish it from many peers: the principal is an active, licensed insurance agent and owner of an insurance services company (Investment Dynamics, Inc.), an outside business that the brochure says consumes roughly 25% of his time and may lead to commission-based recommendations. The firm also discloses receipt of non-cash benefits (due-diligence/marketing support), soft-dollar research benefits, and a custodial requirement to use Charles Schwab — disclosures that reflect brokerage- and insurance-related economic ties less common among similarly sized independent advisers.
To learn more about the advisors currently working at Simple Wealth 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 |
|---|---|---|
Liberty Lake, WA
| 41
|
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