Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
446 clients
Average Client Portfolio
$82K average
Assets Under Management
$36.7M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Lower fees may be available through other advisors offering similar services. 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
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Location

136 Main St. Suite 201, Brooks Corner, Westport, CT, 06880

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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
September 2022 - Present · 3 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Ann Marie Warner - Financial Advisor | TrueAdvisor