Assets Under Management
$338.7M
Number of Clients
92
Number of Advisors
2
Average Client AUM
$3.7M
AUM per Advisor
$169.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sentinel Wealth Management helps clients manage their financial lives through financial planning and investment management. They work to understand client needs and objectives through interviews and questionnaires to manage investment portfolios. Services are based on individual client needs, with reasonable restrictions allowed.
| Assets Under Management | 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% |
11710 Plaza America Drive, Suite 130, Reston, VA, 20190