Important information for all prospective and current clients of Simonet Financial Group.
Important Information & Disclosures
Fees listed are Advisor fees only.
Does not include any mutual fund expense fees, transaction fees, custodial fees, Broker/dealer fees, or any other fees or expenses related to planning or recommendations. Client is responsible for all fees.
Certain Financial instruments are only available on a commission basis. When these investments or insurance products are appropriate to recommend, we provide full disclosure as to their cost structure and any inherent conflicts of interest.
Simonet Financial Group does not provide Tax or Legal Advice. Please consult your CPA or Attorney regarding these matters. Investment Advice is provided through an investment policy statement, approved hypothetical illustration, or prospectus only. Investments are not guaranteed and are not FDIC insured. All investing is subject to risk, including the possible loss of the money you invest.
Plan Development fee covers data gathering, client portal setup, and
Financial plan delivery. Fee is paid at time of agreement.
Annual Retainer fee is paid quarterly, in arrears, via ACH.
(w/ Wealth Planner)
Investment policy statement for assets managed directly
Choice of print or digital only plan delivery
Personal Financial Management Portal with secure mobile access (all platforms)
Secure online document vault
Financial Account Aggregation
Quarterly reporting for goals, investments, & objectives
Virtual or in-person meeting options
Private client events & education administrative service