| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
3031 Orleans Street, Suite 101, Bellingham, WA, 98226
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Learn about disclosures →Daniel works as a Client Service Representative for Sentinel Wealth Management. This investment-related activity is conducted during all trading hours.