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
for Individuals and Families
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 to you.
Our ongoing percentage fee is shown in the table to the right. We also offer consulting services on a fixed fee basis as indicated below under consulting services.
Ongoing Wealth Management Services
Our fees are based on an ongoing percentage of assets under management, and priced to be a good value for our clients. At Sensenig Capital we run our business efficiently, so we’re able to pass our cost savings onto you. See table above for additional information.
We also offer consulting services — an option not offered by many firms — to clients who don’t require an ongoing management relationship but choose to work with us on a project basis. Consulting services are billed on an hourly basis ($275/hour) and typically capped at a fixed rate.
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