Rozanne Mcmanus is a registered investment advisor at Sensus Wealth Management Group LLC, based in San Antonio, TX, with 21 years of industry experience. Rozanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 76 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
The Management Fee for accounts held at Interactive Brokers is 1.60% annually. Annuity Accounts are charged 1.60% annual management fee. SENSUS Wealth employees do not pay a Management Fee and certain family members pay a nominal quarterly fee.
Fee Estimator
Location
8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rozanne is the Secretary/Treasurer of SENSUS Entertainment Group, LLC. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Sensus Wealth Management Group LLC
Previous Registrations
Investment Professionals, INC.
State Registrations1 state
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