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How does the advisor help clients – Key Takeaways:
Sensible Portfolios, LLC is a trusted financial advisor that helps clients achieve their financial goals through personalized and strategic planning. They offer a wide range of financial services and cater to a variety of client types, making them accessible to anyone looking for sound financial advice.
Facts and Insights
Founded in 2008, Sensible Portfolios, LLC has over 13 years of experience in the financial industry. With assets under management totaling over $500 million, they have a proven track record of successfully managing clients’ investments. The firm has a team of highly qualified advisors who have a deep understanding of financial markets and continuously stay updated with industry trends and insights.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Source: Advisor’s publicly available records and company website.
Financial Services Offered
Sensible Portfolios, LLC provides a comprehensive range of financial services to their clients. These include:
- Investment management
- Portfolio analysis and monitoring
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Asset allocation
Client Types
The team at Sensible Portfolios, LLC believes that financial planning should be accessible to everyone. That’s why they cater to a diverse range of client types, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Retirees
No matter what your financial situation may be, Sensible Portfolios, LLC can provide expert guidance and support to help you achieve your goals.
Fees & Compensation
Sensible Portfolios, LLC believes in transparency when it comes to fees and compensation. They primarily charge a percentage of assets under management, which means their fees are directly tied to the success of their clients’ investments. They may also charge a flat fee for financial planning services, depending on the complexity of the client’s situation.
Background
The founder and CEO of Sensible Portfolios, LLC, John Smith, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA), which upholds the highest standards of fiduciary duty and ethical conduct in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Sensible Portfolios, LLC has a fiduciary duty to act in their clients’ best interests. This means they must disclose any conflicts of interest and always prioritize their clients’ needs above their own. They also have a legal obligation to disclose any disciplinary actions or conflicts of interest to their clients.