Sensus Investment Management Group (SIM) offers investment advice to both corporate retirement plans and individual clients. For retirement plans, SIM provides advice on investment strategies, asset allocation, and investment vehicle selection. For individual clients, SIM invests in a variety of securities, including stocks, bonds, and exchange-traded funds. SIM only offers fee-based investment management and does not sell commissioned products.
Assets Under Management$57M
Clients7
Advisors1
Avg. per Client$8.2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. The fee percentage for the negotiable tier defaults to the previous tier's rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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