Ashleigh Perkins is a registered investment advisor at Sentinel Pension Advisors, LLC., based in Creedmor, NC, with 4 years of industry experience. Ashleigh operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Creedmor, NC
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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.
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations1 state
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