Sentinel Pension Advisors (SPA) offers investment advice and portfolio management to both institutions and individuals. SPA manages retirement accounts, provides financial planning, and offers a wrap fee program. SPA's investment committee manages individual investment models and the wrap fee program, while individual advisors manage portfolios based on client needs. SPA is part of Focus Financial Partners, LLC.
Assets Under Management$11B
Clients2,281
Advisors54
Avg. per Client$4.7M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
All fees are negotiable. Clients who engaged SPA prior to January 1, 2024 are subject to fee schedules that use a blended fee rate rather than the tiered fee rate shown above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
54 Advisors at this firm
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