Karly Costanzo is a CFP-designated registered investment advisor at Sentinel Advisory Group, LLC, based in Middleton, WI, with 6 years of industry experience. Karly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 381 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sentinel Advisory Group offers asset management services through programs with Commonwealth Financial Network. The maximum management fee is 1.5% annually. Fees are based on a percentage of the value of your portfolio, including cash. The fees are negotiable. Sentinel also uses a third-party order management system for participant retirement accounts, charging up to 1.5% annually, debited quarterly from a linked account.
Location
1600 Aspen Commons, Suite 825, Middleton, WI, 53562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sentinel Advisory Group, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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