Overview
- Headquarters
- Halfmoon, NY
- Total Firm Assets
- $213 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
Fee Disclosure
Source: 04 24 2024 SCG FORM ADV PART 2A FINAL (2025-03-26)
· View brochure text
Latest filing: SIMMONS CAPITAL GROUP BROCHURE (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.65% |
| $1,000,001 | $3,000,000 | 1.35% |
| $3,000,001 | $5,000,000 | 1.25% |
| $5,000,001 | $10,000,000 | 0.95% |
| $10,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $2,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,500 | 1.65% |
| $5 million | $68,500 | 1.37% |
| $10 million | $116,000 | 1.16% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 50.80%
- Number of High-Net-Worth Clients
- 53
- Total Client Accounts
- 463
- Discretionary Accounts
- 463
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 281122
- SIMMONS CAPITAL GROUP BROCHURE (2026-03-25) · View brochure text
- 04 24 2024 SCG FORM ADV PART 2A FINAL (2025-03-26) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗