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Sensible Financial Planning and Management, LLC

Sensible Financial Planning and Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on March 2, 2017
    • $362.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $316.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

7

name start date
Frederick Hotchkiss Miller
June 2002
Joshua Sansby Trubow
August 2016
Edward Joseph Samp
January 2017
Christopher C Andrysiak
November 2017
Richard Donald Fine
August 2008

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Miller Jr. Frederick Hotchkiss Managing Member And Ceo March, 2002 75% or more
    Charles Luce Chief Compliance Officer February, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees