Simplified Wealth Management, a local investment advisory firm based out of Hattiesburg, MS, is committed to providing exceptional financial guidance to their clients. With a team of six dedicated professionals, they specialize in investment advisory services, boasting five experienced advisors who collectively manage an impressive average of $147,950,000 in assets per advisor, significantly surpassing the industry average.
The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' unique needs. Their extensive client base comprises over 810 individuals, with assets under management exceeding $121,024,000. Notably, Simplified Wealth Management demonstrates considerable expertise in managing employer 401Ks and individual accounts, which account for roughly half of their assets under management.
With a reputation for excellence in their field, Simplified Wealth Management distinguishes themselves by providing discretionary management for 100% of the assets they oversee. This approach allows them to make informed decisions on behalf of their clients, enabling strategic and tailored investment strategies to achieve financial objectives effectively.
Located across two offices, Simplified Wealth Management boasts a team of seasoned advisors, including Mark Creel, James Carpenter, and Thomas Ricks, who contribute a wealth of experience to the firm. Clients can trust in their expertise and dedication as they navigate the complexities of wealth management.
Through their commitment to exceptional service, expertise, and comprehensive financial solutions, Simplified Wealth Management has become a trusted partner for individuals and businesses seeking personalized investment advice in the Hattiesburg, MS area and beyond.