Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Lower fees may be available through other advisors. Fees are negotiable based on factors such as size, complexity, and relationship.
Fee Estimator
Sentinel charges an annual advisory fee of 2% of assets under management. A technology and reporting fee of $35 per account is charged annually. If a third-party sub-advisor is used, the combined fee will not exceed 2.75%. Financial planning fees are either fixed (up to $5,000) or hourly (up to $250 per hour). Fees are negotiable based on factors such as size and complexity. The firm requires a minimum account size of $50,000.
Areas of Practice
Advisor Information
Office location
136 Main St. Suite 201, Brooks Corner, Westport, CT, 06880
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William teaches seminars on financial products through Warner Financial Group Inc. He also sells non-variable insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating minimal time to this. William is also associated with Granite Insurance LLC, spending a few hours per week there.