Andrew Shumate
Andrew Shumate is a registered investment advisor at Sentinel Asset Management, LLC, based in Wallingford, CT, with 2 years of industry experience. Andrew 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
Get directionsHistory
Regulatory History (1)
Financial
May 2022Other Business ActivitiesSells Insurance
Andrew is a 1099 agent for Bankers Life and Casualty Company, and is appointed with KFA through BLC. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
Employment History
Current Registrations
Sentinel Asset Management, LLC
Previous Registrations
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Edward Jones
Edward JonesBroker
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.