Sensible Financial Planning and Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sensible Financial provides investment management and financial planning services. Financial planning covers retirement, insurance, college savings, cash flow, debt management, employee benefits, and estate planning. Investment management involves creating personalized investment plans and managing portfolios based on client goals and risk tolerance. Sensible Financial offers two ongoing services: Portfolio Management and Integrated Financial Advisory.

Assets Under Management$890M

Clients347

AdvisorsN/A

Avg. per Client$2.6M

Avg. per AdvisorN/A

www.sensiblefinancial.com ·x.com/sensiblerick

Fee Structure

Minimum Investment:$500K

Planning is included in investment management (also available separately)

Minimum Annual Fee:$200

Sensible Financial offers two investment management services with different fees:

Portfolio Management:

Under $500,000: 1.10% per year
$500,000 - $1,999,999: 0.60% per year
$2,000,000 - $4,999,999: 0.50% per year
$5,000,000 - $9,999,999: 0.40% per year
$10,000,000+: 0.16% per year

Integrated Financial Advisory:

Under $500,000: 1.40% per year
$500,000 - $1,999,999: 0.75% per year
$2,000,000 - $4,999,999: 0.55% per year
$5,000,000 - $9,999,999: 0.40% per year
$10,000,000+: 0.16% per year

There is also a one-time account establishment fee ranging from $500 to $5,000. The minimum fee is $200.

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