Advisor at Sensible Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sensible Wealth Management, Inc.
Location
Miami, FL
Credentials
Series 66
Industry experience
15 years
Charles Green is a financial advisor at Sensible Wealth Management, Inc. in Miami, FL, holding a Series 66 designation with 15 years of industry experience. Prior to founding his current firm in 2017, he worked at Equity Services Inc and has been associated with National Life Group since 2015. Outside of his advisory role, he is the owner and president of Sensible Health Plans & Benefits Inc., a business involved in the sale of health and supplemental health insurance policies. Sensible Wealth Management provides investment advisory and consulting services to individuals, employee benefit plans, trusts, estates, and business entities. The firm typically manages accounts on a discretionary basis, tailoring asset allocation using fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers pension consulting alongside recommendations of third-party advisers.
Based on Sensible Wealth Management, Inc.
Based on Sensible Wealth Management, Inc.
Fixed fees may range from $100 to $20,000 for consulting and pension services
$0+: 0.70% annually for general securities accounts $0+: 0.20% annually for bond only accounts
Insurance commissions earned separately by affiliated insurance agents
Up to $500 per hour for consulting and pension services
Minimum fee: General securities accounts: $125.00 annually minimum; Bond only accounts: $125.00 annually minimum Fee-only: Hourly fees up to $500; Fixed fees from $100 to $20,000 for consulting and pension services
Miami, FL
Florida
Sensible Wealth Management, Inc.
2017 - Present (9 years)
Equity Services Inc
2015 - 2017 (2 years)
National Life Group
2015 - Present (11 years)
Sensible Health Plans & Benefits Inc.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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