Surprisingly affordable Fees
Controlling costs is part of the Sensible approach to investing. This applies to our management fee as well.
For accounts less than $1,000,000 the fee is .36% + $200.
For accounts between $ 1,000,000 to $3,000,000 the fee is .33% + $200.
For accounts above $3,000,000 the fee is .25% + $200.
(The above fees may be negotiable in special circumstances.)
These are annual fees deducted from your account in four equal payments.Contact us today for a free consultation. We know you’ll like what you hear.
