Retire Sensibly LLC offers investment management on a discretionary basis, designing portfolios tailored to clients' financial goals. They also provide financial planning services, typically to investment management clients, covering retirement, tax, cash flow, employee benefits, investments, risk management, and estate planning. Financial planning can be a one-time project or an ongoing service.
Assets Under Management$58M
Clients146
Advisors2
Avg. per Client$400K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Retire Sensibly charges a fee based on the value of the investments they manage for you. The maximum annual fee is 1.50% of the account value, and this fee may be negotiable. Fees are billed quarterly in advance.
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