Sensible Investment Strategies LLC offers investment management, investment advice, and general financial planning services. The firm uses a systematic process to determine investment strategies based on client objectives, risk tolerance, and time horizon. They manage accounts on both a discretionary and non-discretionary basis, using diversified growth, dividend growth, cash & income, and client-driven strategies. Clients are responsible for notifying Sensible Investment Strategies of any changes to their financial situation.
Assets Under Management$24M
Clients42
Advisors1
Avg. per Client$580K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Sensible Investment Strategies is a fee-only advisor. The firm's fees are based on the value of your investments. The annual fee is charged quarterly. The standard annual percentage asset-based fee schedule is:
- Diversified Growth strategy: 1.00% of asset value
- Dividend Growth strategy: 1.00% of asset value
- Cash & Income strategy: 0.50% of asset value
- Client Driven account: 0% to 0.25% of asset value
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