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

We charge an annual fixed retainer fee. We bill quarterly and our maximum annual fee is $5,000.

We believe successful investing starts with low fees. Our Fee Factor calculates how much investment profit is lost to high fees.

(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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