James Carnevale
James Carnevale is a CFP-designated registered investment advisor at Sentinel Pension Advisors, LLC., based in Wakefield, MA, with 28 years of industry experience. James 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
James is a member of Sentinel Management Company LLC, a management company, since 2007. He spends full-time performing management services for several companies, including Sentinel Securities, Sentinel Pension Advisors, Sentinel Benefits Group, Sentinel Insurance Agency, and Acorn Insurance Agency.
Employment History
Current Registrations
Sentinel Pension Advisors, LLC.
Sentinel Securities, LLC.Broker
Sentinel Securities, LLC.
Previous Registrations
Brewster Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations12 states
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