Jason Mcgee is a registered investment advisor at Sentinel Asset Management, LLC, based in Villanova, PA, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 495 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sentinel Asset Management charges a flat 2% annual fee on assets under management. Fees are negotiable based on factors such as size, complexity, and relationship.
Fee Estimator
Location
795 E. Lancaster Ave, Suite 260, Villanova, PA, 19406
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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 Asset Management, LLC
Previous Registrations
Fs Investment Solutions, LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations1 state
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
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