Account Establishment fee

Sensible Financial charges a fixed fee to implement your organization’s investment plan, including:

• Setting up account(s) at our custodian (if necessary)
• Transferring assets to the new account(s) (again, if necessary)
• Establishing links to our reporting system
• Trading to the new investment holdings you have approved

The fee for this service usually ranges between $1,000 and $5,000, depending on the size and complexity of your organization’s current portfolio.