Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$82K average
Assets Under Management
$36.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:Up to $5,000
Hourly Rate:Up to $250/hr

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Settled
Employment History
Current Registrations
Sentinel Asset Management, LLC
January 2025 - Present · 1 yr
Previous Registrations
Eagle Strategies LLC
October 2019 - January 2025 · 5 yrs 3 mos
Nylife Securities LLCBroker
December 2013 - January 2025 · 11 yrs 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.