THE SIMPLE INVESTOR'S GUIDE, LLC

Overview

The Simple Investor's Guide, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm advises a client base made up of individuals and families and provides planning and portfolio management for individuals and small businesses. Core advisory services include financial planning, portfolio management, the selection of third‑party advisers and educational seminars or workshops. Fee arrangements are flexible and include a percentage of assets under management, hourly billing and fixed fees. The firm reports itself as a capital allocator, does not identify as an active ESG investor and appears to operate in a non‑multistate, non‑pension consulting capacity.

Assets & Accounts

Public Holdings

Investments & Alternatives