Sentinel Wealth Management, INC.
Assets Under Management
$338.7M
Number of Clients
92
Number of Advisors
2
Average Client AUM
$3.7M
AUM per Advisor
$169.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sentinel Wealth Management provides financial counsel and investment management services. They work to understand clients’ needs and objectives through interviews and questionnaires to manage investment portfolios. They develop an Investment Policy Statement for each client and implement the asset allocation using mutual funds and ETFs. Sentinel also provides financial plans tailored to individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are not negotiable, though some clients may be grandfathered under different fee schedules.
Fee Estimator
Fees for financial plans range from $0 to $20,000, based on the project's size and scope. Investment management fees are based on a percentage of your assets under management, as detailed in the fee table. For example, a $1,200,000 portfolio would incur an annual fee of $11,500. These fees do not include transaction fees charged by the custodian or mutual fund fees. Fees are payable quarterly in advance. Fees are not negotiable, though some clients may be grandfathered under different fee schedules. The minimum market value of client AUM is generally $1,000,000, but this may be waived under certain circumstances.
Areas of Practice
Location
11710 Plaza America Drive, Suite 130, Reston, VA, 20190