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 $1 million, the fee is .45%.
For accounts between $ 1 million to $3 million, the fee is .35%.
For accounts above $ 3 million, the fee is .25%.

(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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