Sensenig Capital Advisors offers personalized investment advice, including wealth management, asset management, and consulting services. Wealth management combines asset management with services like income, college, and retirement planning. Consulting services are available for specific topics. The firm requires assets to be held at Charles Schwab Institutional. Sensenig Capital Advisors provides investment advice on various types of investments, including exchange-listed securities, mutual funds, and government securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable based on the complexity of your situation, the composition of your account assets and your relationship and history with us. For clients in the Recurring Consulting Services program who also use Sensenig Capital Advisors for asset management, the annual fee is 1.0% of the portfolio value.
