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Sensible Financial Planning
Sharing Information
Analyzing Your Requirements
Recommend Specific Investments
Ongoing Management
Fees
• Planning fee
• Account Establishment fee
• Portfolio Management fees
Sensible Financial Planning institutions inst fees

Planning fee

Sensible Financial charges a flat fee to develop a financial and investment plan for your organization. This plan includes

  • High level financial plan
  • Target risk and return
  • Asset allocation
  • Specific investment recommendations
  • Investment Policy Statement

The fee for this service ranges from $1,000 to $5,000 depending on the size and complexity of your organization and its current portfolio.