| 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.
799 Cromwell Park Drive Ste J, Glen Burnie, MD, 21061
Get directionsAndrew 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.