Our fees are priced to be a good value. Because we run our business efficiently, we’re able to pass our cost savings onto you.
Fee-only Wealth Management
Sensenig Capital charges a percentage fee for ongoing wealth management services. We work with clients at every asset level to determine how we can be of most value. At Sensenig Capital we run our business efficiently, so we’re able to pass our cost savings on to you. Our ongoing percentage fee is shown in the table to the right.
Ongoing Wealth Management Services
Our ongoing wealth management service includes a combination of financial planning and investment management, is designed to pay for itself over time, and is a great solution for folks who are seeking continuous financial guidance from qualified professionals.
Company Retirement Plans – 401(k) and More
Sensenig Capital provides support for 401(k), profit sharing, cash balance and defined benefit programs. Fees to consider include administrative, investment and plan consulting fees. Together, they represent the total plan cost. Administrative and plan consulting fees may be paid by the plan sponsor or participant; investment fees are always paid by participants (deducted from plan assets).
Several key factors can impact plan pricing. The larger the plan (in terms of assets), the lower the plan sponsor out-of-pocket (per participant) costs. On average, our consulting fee on 401(k) plans usually ranges from 0.25% – 0.50%.
Other factors to consider include;
- Number of plan participants
- Average account balance
- Service requirements
- Plan design features