Assets Under Management
$36.7M
Number of Clients
446
Number of Advisors
6
Average Client AUM
$82K
AUM per Advisor
$6.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sentinel Asset Management provides comprehensive financial planning and customized discretionary portfolio management services. They utilize third-party managers and sub-advisors. Sentinel offers educational seminars and workshops. William Warner is also affiliated with Granite Insurance, LLC.
| Assets Under Management | Annual 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.
1062 Barnes Road, Suite 107, Wallingford, CT, 06492