Ara Diloyan
Ara Diloyan is a CFP-designated registered investment advisor at Sentinel Pension Advisors, LLC., based in Wakefield, MA, with 12 years of industry experience. Ara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 2,056 clients with $12B 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
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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 Pension Advisors, LLC.
Sentinel Securities, LLC.Broker
Sentinel Securities, LLC.
State Registrations23 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.
Exams
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