Simplesave, LLC is a multi-state adviser based in Kansas City. It manages $596.16 thousand of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Missouri.
Simplesave provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Simplesave, LLC is $596.16 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Simplesave, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Simplesave, LLC performs its advisory services is located at 4520 Main Street, Suite 1650, Kansas City, MO 64111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 816-841-2754 or by fax 816-753-5101. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.simplesave.com.