SIMPLYRICH

Overview

Simplyrich is an independent, sole-proprietor RIA that focuses on providing financial planning and discretionary portfolio management for individuals, families and small businesses. The firm favors equity-oriented strategies: its filings classify virtually all client assets as exchange-traded equities. Compensation is a mix of percentage-of-AUM and fixed fees, and advisory work centers on customized portfolios rather than institutional capital-allocation mandates. Simplyrich does not represent itself as an active ESG investor and is not registered as a multi-state adviser. Given the firm’s client profile and account economics, the investment approach appears tailored to high-net-worth households: portfolios are run on a discretionary basis, custody is centralized at a major clearing custodian, and the adviser supplements equity exposure with targeted allocations to third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices