SIMPLEVISOR

Overview

Simplevisor is a small limited liability company that registered with the SEC in 2024 and provides fee-based investment advisory services to individuals and families. The firm’s stated advisory activity is portfolio management for individuals and small businesses and it charges clients a percentage-of-AUM fee. Simplevisor is not positioned as an institutional capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. The firm reports related-adviser and insurance-company affiliations and lists ownership that includes both a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives