Sensible Wealth Management is a registered investment advisor that offers personalized investment advisory services. These services include managing your investment portfolio, recommending other investment advisors to manage your money, pension consulting services, and general financial consulting. Sensible Wealth tailors its investment advice to your individual needs and goals. They advise on various types of investments, including stocks, bonds, and mutual funds.
Fee Structure
Sensible Wealth Management charges an annual fee based on the value of the assets they manage. The fee will not exceed 1.00% of the assets under management.
Unless there are unique circumstances, the customary fee structure is:
- General securities accounts: The higher of $125.00 annually or .70% on an annualized basis.
- Bond only accounts: The higher of $125.00 annually or .20% on an annualized basis.
The fee is negotiable depending on the complexity of your financial situation and the services provided.