CRD: 297059
Simplified Wealth Management
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2018
- Office Locations
- 1
Office Locations
About Simplified Wealth Management
Simplified Wealth Management is a Hattiesburg, MS RIA providing holistic financial planning and ongoing investment management for clients from early career through retirement, including business owners and retirees. The team designs and maintains goal-based plans spanning retirement, tax, estate, and insurance considerations, and implements allocations that lean heavily on ETFs and public funds, commonly custodying at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN ANDREW MCCORMICK
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Management Advisor
- CRD
- #5533934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AHMED KAMAL ABOUZAID
--
- CRD
- #8163607
JAMES RAY CARPENTER II
Wealth Management Advisor
- CRD
- #4492120
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,538,099 | $137,356 |
| Non-Discretionary | $0 | -- |
| Total | $225,538,099 | $137,356 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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