Sensible Investment Strategies, LLC: Providing Expert Financial Advice
Sensible Investment Strategies, LLC is a leading financial advisory firm that specializes in guiding clients towards financial success. With years of experience in the industry, the team at Sensible Investment Strategies, LLC has the knowledge and expertise to help clients make informed investment decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment strategies tailored to each client’s unique financial goals and risk tolerance.
- Offers ongoing monitoring and adjustments to ensure the investments continue to align with the client’s objectives.
- Utilizes a disciplined approach to investing and emphasizes the importance of long-term perspective.
Facts and Insights:
Sensible Investment Strategies, LLC has a proven track record of helping clients achieve their financial goals. According to the firm’s most recent statistics, 80% of clients have met or exceeded their investment objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
- Education Planning
Client Types:
- High-net-worth individuals
- Business owners
- Retirees
- Working professionals
- Families
Fees & Compensation:
Sensible Investment Strategies, LLC operates on a fee-only basis, meaning they do not receive any commissions for recommended investments. This aligns their interests with the clients and eliminates potential conflicts of interest. Fees are based on a percentage of AUM and are competitive with industry standards. All fees are transparent and fully disclosed to clients.
Background:
Sensible Investment Strategies, LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP) and holds a Master of Business Administration (MBA) degree in finance. The firm’s team of advisors also have various credentials and specialize in different areas of financial planning.
Financial Advisor Disclosures to Know:
As required by law, Sensible Investment Strategies, LLC provides clients with a Form ADV, which discloses important information such as the firm’s fee structure, services offered, and any potential conflicts of interest. The firm has a clean record with no disciplinary actions taken against them. Additionally, all advisors at the firm are held to fiduciary standards, meaning they are legally obligated to act in the best interests of their clients.