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The firm manages $364. 38 million in discretionary accounts and $61. 83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313. 85 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $664. 87 thousand. Sensible Financial Planning And Management has custody of $120. 2 million in cash and securities for 92 clients in total but doesn't act as a qualified custodian. Investments The firm invests in exchange traded securities the most. They account for 56% of the total AUM. The second-largest asset type is investment and business development companies, which make up 40% of the firm's portfolio. Investments in government bonds form 3% of the total invested assets. Fees & Commissions The advisory firm has several streams of revenue. Clients pay Sensible Financial Planning And Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees.
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Trinity Animal Hospital is easy to find, and you can find directions on our Contact Us page. You can also subscribe to our newsletter which is created especially for Trinity County pet owners. In between your veterinary visits, your pet will benefit from you reading these free informative articles. At Trinity Animal Hospital, we treat your pets like the valued family members that they are. Did you know that Trinity Animal Hospital is proud to be AAHA Accredited. Click the link below to learn more.... Trinity Animal Hospital offers the convenience of shopping from home. Visit our on-line store to see what products and prescriptions can be shipped directly to you! Want to help? Your donations go directly to animals in our community in need.
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