Partnership

Partner with Simplicity Wealth and enjoy seamless business integration into its comprehensive infrastructure.

Competitive Pricing

Simplicity Wealth’s asset-based pricing model tiers lower based on the total amount of assets that are placed on the platform.

Low Asset-Based Pricing


No Setup, Platform, Account Maintenance, IRA, Affiliation, Compliance, or E&O Fees


Limited Ticket Fees

(Some portfolios have zero ticket-fees.)


Low Account Minimums

(Some portfolios have no minimum.)


100% Payout | No Overrides

Simple Transition

As part of Simplicity Wealth’s commitment to simplifying the investment process, transitioning to the platform was designed to be just as straightforward.

Personalized Support and Training During the Step-by-Step Affiliation Process


Provide Pre-Filled Transition Paperwork


Account Closing Fee Reimbursement

(From the prior financial institution.)


Marketing Materials and Client-Specific Case Design Tools Set-Up

The Simplicity Wealth platform rests on the major custodial platforms used by independent advisors – a custodian change is not typically required.

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