Robert Dimase
Robert Dimase is a registered investment advisor at Sentinel Pension Advisors, LLC., based in Wakefield, MA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 2,281 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
All fees are negotiable. Clients who engaged SPA prior to January 1, 2024 are subject to fee schedules that use a blended fee rate rather than the tiered fee rate shown above.
Fee Estimator
Location
100 Quannapowitt Pkwy, Suite 402, Wakefield, MA, 01880
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a member of Sentinel Management Company LLC, performing full-time management services for several companies, including Sentinel Securities, Inc., Sentinel Pension Advisors, Inc., Sentinel Benefits Group, Inc., Sentinel Insurance Agency and Acorn Insurance Agency. He is also a board member of the MA Association of Health Underwriters and Labouré College of Healthcare, both uncompensated positions.
Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
Sentinel Securities, LLC.Broker
State Registrations7 states
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