Sentinel Advisory Corporation is a registered investment advisor providing investment management services. Sentinel reviews portfolios quarterly and tailors its advisory services to the individualized needs of its clients. Sentinel also delivers both discretionary and nondiscretionary investment fiduciary services to retirement plans.
Assets Under Management$51M
Clients50
Advisors1
Avg. per Client$1M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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