Financial Sense Advisors has been in business since 1985 and provides investment supervisory and financial planning services. The firm builds customized portfolios using fundamental and technical analysis, tailoring strategies to each client's specific investment objectives, risk tolerance, and time horizon. Services include asset management through their Premier Asset Management accounts, comprehensive financial planning, retirement plan consulting, and management of held-away retirement accounts like 401(k) plans. Financial Sense Advisors makes investment decisions on a discretionary basis while allowing clients to place restrictions on certain securities. The firm executes trades through its wholly-owned broker-dealer subsidiary, Financial Sense Securities, with assets custodied at National Financial Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.5M | 0.80% |
| $4.5M - $8.0M | 0.75% |
| $8.0M - $13.0M | 0.70% |
| $13M+ | 0.60% |
Annual management fees are dependent on the account objective and can be negotiated.