Bruce Eshbaugh is a CFA-designated registered investment advisor at Sentinel Advisory CORP, based in Fernandina Beach, FL, with 22 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 50 clients with $51M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.25% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Location
1890 S 14th Street, Suite 120, Fernandina Beach, FL, 32034
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 →Employment History
Current Registrations
Sentinel Advisory CORP
Previous Registrations
Sentinel Advisory CORP
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brian Griffith, CFPOsaic Wealth, INC.
- Crystal Henning, CFPEdward Jones
- Anthony Cecchini, CFPJmg Financial Group LTD
- Malea Hornback, CFPBouvel Investment Partners, LLC
- John Neff, CFP, ChFCPortfolio Medics, LLC
- Steven Gibb, CFPEdward Jones