Sensible Money, LLC
Assets Under Management
$603.7M
Number of Clients
304
Number of Advisors
9
Average Client AUM
$2.0M
AUM per Advisor
$67.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sensible Money provides financial planning and investment management services through its Juicing® Plan (one-time financial planning) and Juicing® PLUS (ongoing planning & investment management). Investment management is discretionary and uses diversified investments like mutual funds, ETFs, and individual bonds. They may engage Independent Managers.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingTax Planning
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Location
4200 N Marshall Way, Suite 2, Scottsdale, AZ, 85251
