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Sensible Financial Planning
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Portfolio Management Minimums
Sensible Financial Planning asset management asset management minimums
  • Sensible Financial provides annual rebalancing and reporting for investable assets over $75,000. Our minimum fee for this service is $750, payable upon report delivery.
  • For assets over $100,000, Sensible Financial provides semi-annual rebalancing and reporting. The annual base fee for this service is $1,000, payable in semi-annual installments upon report delivery.
  • For assets over $150,000, Sensible Financial provides quarterly rebalancing and reporting. The base fee for this service is $1,500, payable in quarterly installments upon report delivery.

Your fees will depend upon the complexity of your account structure. Frequently, we can suggest adjustments and simplifications that can reduce our fee while streamlining your holdings.

We strongly discourage combinations of account structures and asset levels that result in fee rates over 1% (100 basis points) of assets. In these circumstances, we recommend alternative arrangements – usually a set of recommendations for you to put in place and a schedule of follow-up reviews to ensure consistent application of your target allocation.