Sensus Wealth Management Group LLC
Assets Under Management
$30.4M
Number of Clients
76
Number of Advisors
2
Average Client AUM
$400K
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)
About This Firm
SENSUS Wealth offers tailored investment advisory services, focusing on individualized investment goals and risk tolerance. They manage client portfolios with discretionary authority, leveraging a range of securities. They contract with Interactive Brokers LLC and American Funds for trading, custodial, and reporting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Certain clients pay different management fees than reflected in the tables.
Fee Estimator
SENSUS Wealth charges an investment advisory fee as a percentage of assets under management, not exceeding 3% per annum. The current management fee is 1.60%. Fees are billed quarterly in arrears. Certain clients pay different management fees than reflected in the tables. Fees are generally not negotiable. Clients are responsible for verifying fee computations with quarterly statements from the custodian. Clients also pay brokerage commissions, margin interest, transaction fees, and internal management fees charged by mutual funds and ETFs. Clients choosing to terminate the agreement will be refunded any unearned prepaid fees on a pro rata basis.
Areas of Practice
Location
8000 Ih 10 West, Suite 1500, San Antonio, TX, 78230