Sims Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee SIM charges for client consulting or project work is $250 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“The Fixed fee SIM charges for client consulting or project work is in the range of $1,000 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sims Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The Assets Under Management Fee is calculated and collected quarterly in advance and is based on the value of the account as of the last day of the prior quarter.”
• “The fees will be charged via client credit card on file at SyntheticFi.”
• “Fees are paid monthly in arrears based on end of the month values.”

How Sims Investment Management LLC’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 7 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Ohio median of $3,250. 44% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 12 of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Sims Investment Management LLC

• Firm size: 12 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

517

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications

Assets managed

$304,571,897

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169491

Website

simsinvestment.com (opens in new tab)

Phone

(513) 278-7467

Can advise clients in 15 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Minnesota, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, West Virginia

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• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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