David Sentnor
David Sentnor is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Clayton, MO, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
165 N. Meramec Ave., Ste. 430, Clayton, MO, 63105
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Customer Dispute
July 2002Other Business ActivitiesSells Insurance
David is the president of Sentnor and Associates, LLC and an independent insurance agent, spending a few hours per week on insurance sales and services. He also rents out a second home, rents office space, serves on a city finance committee, and invests in real estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Ws Griffith Securities, INC.Broker
State Registrations2 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.