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Elizabeth Manteau

Sentinel Asset Management, LLC
15 Years of Experience
Wallingford, CT
View SEC Summary
View SEC Summary

Elizabeth Manteau is a registered investment advisor at Sentinel Asset Management, LLC, based in Wallingford, CT, with 15 years of industry experience. Elizabeth 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.

Sentinel Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
495 clients
Average Client Portfolio
$128K average
Assets Under Management
$63.2M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1062 Barnes Road, Suite 202, Wallingford, CT, 06492

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sentinel Asset Management, LLC
January 2026 - Present · 9 mos
Previous Registrations
Santander Securities
September 2019 - April 2024 · 4 yrs 7 mos
Santander Securities LLCBroker
August 2019 - April 2024 · 4 yrs 8 mos
Lincoln InvestmentBroker
October 2018 - June 2019 · 8 mos
Lincoln Investment
October 2018 - June 2019 · 8 mos
Signator Investors, INC.
January 2017 - October 2017 · 9 mos
Signator Financial Services, INC.Broker
May 2014 - December 2015 · 1 yr 7 mos
Signator Investors, INC.
May 2014 - December 2016 · 2 yrs 7 mos
Signator Investors, INC.Broker
May 2014 - October 2017 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - April 2014 · 4 yrs 6 mos
Banc of America Investment Services, INC.Broker
September 2008 - October 2009 · 1 yr 1 mo
State Registrations2 states
PAVA
Advisor

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
No exam information available for this advisor.
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