Simplicity Solutions, LLC

Simplicity Solutions, LLC, established in 2015, offers investment advisory services primarily through its Turnkey Asset Management Program (TAMP) to third-party advisers. The firm focuses on providing model portfolios from various third-party investment managers, offering services such as portfolio management and back-office support. Simplicity Solutions does not offer direct investment advisory services but provides sub-advisory and operational services to clients through agreements with other advisers. The firm also offers optional services like Tax Overlay, Socially Responsible Investing, and Index Replication, with a minimum account size of $250,000 for certain services. Clients pay a Platform Fee ranging from one to fifty basis points, along with Model Manager Fees based on the assets invested. Simplicity Solutions does not charge performance-based fees and acts as a fiduciary, providing investment discretion and maintaining a Code of Ethics. The firm does not vote proxies on behalf of clients and does not require advance payment exceeding $1,200 per client. Simplicity Solutions has no reportable disciplinary events and does not engage in soft dollar arrangements.