| 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.
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.
8115 Maple Lawn Blvd, Suite 230, Maple Lawn, MD, 20759
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