The Confidence to Invest Wisely

Sensible approach to fees

Our approach is really quite simple. And to you, quite affordable. A typical financial advisor collects fees of 1% or more a year on average from their clients. At Sensible Portfolios, we believe that’s much too high. Look at what we charge:

Surprisingly Affordable Annual Fees
For accounts less than $400,000 the fee is .33%.
For accounts above $400,000 the annual fee is .25% not to exceed $5,000.
For accounts of $10 million and above, the fee is negotiable.

(The above fees may be negotiable in special circumstances.)

Compare these to most any other investment professional’s fees. You will see that Sensible Portfolios keeps your hard-earned money where you want it. In your pocket.

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