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

799 Cromwell Park Drive Ste J, Glen Burnie, MD, 21061

Get directions
Regulatory History (1)
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Financial
May 2022
Final
Other Business ActivitiesSells Insurance

Andrew is a 1099 agent for Bankers Life and Casualty Company, and is appointed with KFA through BLC. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Employment History
Current Registrations
Sentinel Asset Management, LLC
September 2025 - Present · 4 mos
Previous Registrations
Bankers Life Advisory Services, INC.
January 2025 - September 2025 · 8 mos
Bankers Life Securities, INC.Broker
January 2025 - September 2025 · 8 mos
Edward Jones
April 2023 - July 2024 · 1 yr 3 mos
Edward Jones Broker
March 2023 - July 2024 · 1 yr 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.