SENSUS Wealth provides investment advisory services to separately managed accounts, focusing on individual goals and risk tolerance. They offer advisory programs for high-net-worth individuals and other financial professionals. SENSUS Wealth manages client portfolios and executes trades based on each client’s unique investment profile. They have contracted with Interactive Brokers LLC and American Funds for trading, custodial, and reporting services.
Assets Under Management$30M
Clients76
Advisors2
Avg. per Client$400K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...