Rozanne Mcmanus
Rozanne Mcmanus is a registered investment advisor at Sensus Wealth Management Group LLC, based in San Antonio, TX, with 21 years of industry experience. Rozanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 79 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Standard fee is up to 1.60% per year. American Funds legacy accounts use the specific tiered schedule shown. Annuity accounts are charged 1.60% annually.
Fee Estimator
Location
8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rozanne is the Secretary/Treasurer of SENSUS Entertainment Group, LLC. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Sensus Wealth Management Group LLC
Previous Registrations
Investment Professionals, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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