Sentinel Wealth Management provides financial counsel and investment management services to a limited number of clients. Sentinel helps clients manage their financial lives by providing financial counsel and investment management. Sentinel works to understand its clients’ needs and objectives through interviews and questionnaires to manage its clients’ investment portfolios accordingly.
Assets Under Management$340M
Clients92
Advisors2
Avg. per Client$3.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are not negotiable, except for grandfathered clients. Sentinel employees (and their spouses and children) pay no Investment Management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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