Each of our services is affordable:

• Sensible Financial financial and investment plans cost between $1,500 and $5,000. The fee for your organization will will depend upon the complexity of its financial situation. We can quote you a firm price based on an initial discussion.
We deliver asset management services – portfolio rebalancing and performance reporting – annually, semi-annually, or quarterly. Sensible Financial’s fees for asset management combine fixed and asset-based components. We base our fee on the amount of time and effort required to provide rebalancing and reporting services. We have found that our costs vary with:
• Frequency of reporting and rebalancing – quarterly is more costly than annual or semi-annual;
• Frequency of face to face meetings – more meetings are more costly than fewer;
• The number of accounts – more accounts are more costly for us to manage;
• Account location – assets held by custodians with whom we have master accounts are less costly for us to manage.
• The amount of assets – more assets are more costly for us to manage.