Sensible Money provides financial planning and investment management services. The Juicing® Plan is a one-time financial planning process. Juicing® PLUS offers ongoing financial and tax planning alongside investment management for clients with $1,000,000 or more in assets, and may be subject to a minimum annual fee of $12,500. Sensible Money builds client portfolios using mutual funds, exchange-traded funds, individual bonds, treasury securities and certificates of deposit. Sensible Money may engage Independent Managers to manage a portion of client assets.
Fee Structure
Sensible Money offers investment management through their Juicing® PLUS program. The fee is based on the value of your portfolio. Clients with portfolios of $1,000,000 or more may be subject to a minimum annual fee of $12,500, billed quarterly.
