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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