Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Minimum annual fee of $12,500 may apply for Juicing® PLUS clients.
Fee Estimator
The Juicing® Plan, a one-time financial planning process, has a typical fixed fee range of $6,900 to $8,900, depending on complexity. Hourly planning is available in limited cases for $200 to $500 per hour. Juicing® PLUS, which includes ongoing financial planning and investment management, is for clients with $1,000,000 or more and may be subject to a minimum annual fee of $12,500, billed quarterly. Clients also incur third-party costs such as custodial, brokerage, and fund expense ratios.
Areas of Practice
Advisor Information
Office location
Pawleys Island, SC
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Nancy Barton FellingerRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sensible Money, LLC
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New England Securities Corporation
New England SecuritiesBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Hartford Securities Distribution Company, INC.Broker
Cigna Financial Advisors,inc.Broker
Mds Securities IncorporatedBroker
Shawmut Brokerage, INC.Broker
State Registrations2 states
Exams