Simplified Wealth Management
Hattiesburg, Mississippi
5.0
1 Review
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...
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Assets Under Mgmt

$121.02M

Investment Professionals

5

Locations

1

% 401K & Individual

70%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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