| SIMM helps you increase your net worth, we specialize in : |
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Retirement Planning |
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401(k) and all Rollovers |
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Post Death Transfers |
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Company Pension Plans |
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Maximized Return with Low
Turnover |
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| SIMM Advantages and Advisory Fees: |
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Advantages
- Based on Nobel Prize Winning concept of Modern Portfolio Theory
- Uses No-Load Vanguard Index Funds (No Front or Back-End Loads)
- No Commissions or 12b-1 fees
- Lower Portfolio Turnover (16% versus 85% for most mutual funds)
- Lower Trading Costs (Less Turnover)
- Lower Expense Ratio (.35% versus 1.27% Equity Fund Average)
- Lower Capital Gains Taxes (Less Trading)
- 100% Liquid, get money within 3-4 business days
- Complies with American Law Institute's "Prudent Investor Rules"
- Broader Diversification than a typical portfolio of mutual funds
- Provides the Protection of Dissimilar Price Movement Diversification
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| Advisory Fees per Year |
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$3K to $249,999 .75%
Next $250K to $499,999 .50%
Over $500K .25%
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| These fees plus the annual operating expenses of the SIMM portfolios (.35%) result in 1.1% in annual operating expenses which is still less than the equity fund average of 1.4% and these expenses have been climbing. We automatically apply the advisory fee to your account on a quarterly basis. |
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