Sentinel Pension Advisors INC
Assets Under Management
$10.7B
Number of Clients
2,281
Number of Advisors
49
Average Client AUM
$4.7M
AUM per Advisor
$219.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sentinel Pension Advisors LLC sponsors the SPA Wrap Fee Program, assisting clients in developing, monitoring, and managing custom-tailored investment portfolios. The program offers nine model portfolios with varying investment objectives and risk tolerances. SPA has discretionary authority to buy, sell, and trade investment vehicles, including mutual funds and ETFs.
Fee Structure
Clients pay a single asset-based annual fee, calculated and charged quarterly in advance, based on the total account assets under management. The standard fee schedule is tiered (see table). Fees may be negotiable based on the client's financial plan, asset levels, and expected growth. A minimum account size of $25,000 is required, but this may be negotiable. In some cases, clients may be charged a negotiated hourly rate for financial plan-related project work.
Areas of Practice
Location
100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880