Simplicity Wealth is a comprehensive wealth management platform that offers independent investment advisor representatives and registered investment advisors resourceful solutions for building a successful investment business. Our goal is to help you systematically deliver an extraordinary client experience and excess results relative to the average financial advisor. We are committed to providing you with turnkey managed portfolios, specialty solutions, complete support, and competitive pricing, so that your business may continue improving efficiencies, expanding capabilities, and building value in a strategic manner.
To learn more about Simplicity Wealth, please visit simplicitywealth.com or contact your Simplicity representative.
Partner With Us
Partner with Simplicity Wealth and enjoy seamless business integration into our comprehensive infrastructure.
Our asset-based pricing model tiers lower based on the total amount of assets that you place on our platform.
Low Asset-Based Pricing
No Setup, Platform, Account Maintenance, IRA, Affiliation, Compliance, or E&O Fees
Low Cost ETFs Limited Ticket Fees
Some portfolios have zero ticket-fees.
Low Account Minimums
Some portfolios have no minimum.
100% Payout, No Overrides
Our As part of our commitment to simplifying your investment process, we’ve made the transition just as straightforward.
Personalized Support and Training During the Affiliation Process
Pre-Filled Transition Paperwork Account Closing Fee Reimbursement
From the prior financial institution.
Marketing Materials and
Client-Specific Case Design Tools
The Simplicity Wealth platform rests on the major custodial platforms used by independent advisors – a custodian change is not typically required. If you would like to explore a new custodian, we can help you identify the most competitive option based on your needs.
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