Investment Advisory Services

Investment Advisory for

In-House Assets

If you prefer to have Simplexus Wealth Management service your portfolio, you can bring your assets in-house where you can work with me directly in order to transact with your accounts for a low Asset Under Management (AUM) fee. We use Charles Schwab as our custodian.

Investment Advisory for

Held-Away Assets

Do you have your assets already invested elsewhere? No problem! As part of your membership, we can get linked up to your already existing asset and determine whether they are positioned to meet your plans and goals for the short and long term given the amount of risk you are willing to accept.