Sensible Financial Planning and Management, LLC
Assets Under Management
$885.4M
Number of Clients
347
Number of Advisors
2
Average Client AUM
$2.6M
AUM per Advisor
$442.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sensible Financial provides investment supervisory and financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. Investment management is tailored to client goals and risk tolerance, using low-cost mutual funds and TIPS ladders.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.16% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$200
Areas of Practice
Retirement PlanningEducation PlanningFinancial Planning & CoachingEstate PlanningInvestment Management
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Location
203 Crescent Street, Suite 404, Waltham, MA, 02453
