Elizabeth Manteau is a registered investment advisor at Sentinel Asset Management, LLC, based in Wallingford, CT, with 14 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 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% |
Lower fees may be available through other advisors. Fees are negotiable based on factors such as size, complexity, and relationship.
Fee Estimator
Location
1062 Barnes Road, Suite 202, Wallingford, CT, 06492
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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
Santander Securities
Santander Securities LLCBroker
Lincoln InvestmentBroker
Lincoln Investment
Signator Investors, INC.
Signator Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.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.