TrueAdvisor
TrueAdvisor
AS
AS

Andrew C Shumate

Sentinel Asset Management, LLC
2 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Sentinel Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$82K average
Assets Under Management
$36.7M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Lower fees may be available through other advisors offering similar services. Fees are negotiable based on factors such as size, complexity, and relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

799 Cromwell Park Drive Ste J, Glen Burnie, MD, 21061

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2022
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is a 1099 agent for Bankers Life and Casualty Company, and is appointed with KFA through BLC. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Employment History
Current Registrations
Sentinel Asset Management, LLC
September 2025 - Present · 5 mos
Previous Registrations
Bankers Life Advisory Services, INC.
January 2025 - September 2025 · 8 mos
Bankers Life Securities, INC.Broker
January 2025 - September 2025 · 8 mos
Edward Jones
April 2023 - July 2024 · 1 yr 3 mos
Edward JonesBroker
March 2023 - July 2024 · 1 yr 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.