Sensible Portfolios offers investment advice tailored to each client's objectives, focusing on diversification, asset allocation, and keeping fees low. Sensible uses Charles Schwab and Altruist to offer a diversified portfolio of equity and fixed income products through Dimensional Fund Advisors. Darrell C. Armuth monitors accounts and reallocates holdings as needed.
Assets Under Management$170M
Clients159
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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