The Simmons Partnership, Inc

The Simmons Partnership, Inc., established in 2011 by James Simmons, offers personalized financial planning and investment management services to individuals, trusts, foundations, pensions, and corporations. Clients must invest a minimum of $250,000, with discretion over their accounts. The firm may waive this minimum under certain circumstances. Investment advisory fees range from zero to 1.85% per annum of the gross market value, with fees deducted quarterly in advance. Clients may receive financial planning services on an hourly or fixed fee basis, typically ranging from $1,000 to $5,000. The firm may recommend the services of other professionals for implementation, but clients retain absolute discretion over these decisions. The firm does not engage in performance-based fees and provides detailed information on various risks associated with investing, such as political, market, currency, regulatory, and interest rate risks. The firm does not have any disciplinary information to report and does not engage in futures trading activities. Additionally, the firm's wrap fee program includes brokerage services provided by Charles Schwab & Co., Inc., with fees covering transaction costs. Clients are encouraged to review reports and statements provided by the custodian, Schwab, for accuracy. The firm's Code of Ethics emphasizes fiduciary duty, trading guidelines, and avoiding conflicts of interest.