Sentinel Asset Management, LLC
Assets Under Management
$36.7M
Number of Clients
446
Number of Advisors
6
Average Client AUM
$82K
AUM per Advisor
$6.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sentinel Asset Management, LLC offers financial planning and advisory services, including comprehensive financial planning and customized discretionary portfolio management. They utilize third-party managers and sub-advisors. Sentinel does not provide tax, accounting or legal advice. They also offer educational seminars and workshops.
Fee Structure
AUM-Based Fees (Flat)
| 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.
Fee Estimator
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
Location
1062 Barnes Road, Suite 107, Wallingford, CT, 06492