SENSUS Wealth Management Group provides tailored investment advisory services to individuals, high-net-worth individuals, and other financial professionals. Founded in 2010 and based in San Antonio, Texas, the firm manages client portfolios on a discretionary basis, aligning strategies with each client's specific investment goals, time horizons, objectives, and risk tolerance. SENSUS Wealth utilizes both technical and fundamental analyses, along with strategies such as long-term and short-term purchases, trading, covered calls, and put options. Custodial, trading, and reporting services are primarily handled through Interactive Brokers, alongside legacy accounts with American Funds. In addition to investment management, the firm's leadership brings experience in comprehensive wealth management, including retirement, estate, tax, and insurance planning, though the core service focuses on portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Standard fee is up to 1.60% per year. American Funds legacy accounts use the specific tiered schedule shown. Annuity accounts are charged 1.60% annually.