Sentinel Asset Management offers financial planning and investment management services. Financial planning covers areas like financial management, retirement, tax, insurance, and wealth transfer. Investment management is customized to client goals and includes strategy development, asset allocation, and monitoring. Sentinel may use third-party managers. Clients must notify Sentinel of any changes to their financial situation.
Assets Under Management$63M
Clients495
Advisors6
Avg. per Client$130K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Lower fees may be available through other advisors. Fees are negotiable based on factors such as size, complexity, and relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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