Sentinel Advisory Corporation is a registered investment advisor founded in 1977 that provides professional investment management and portfolio supervision for individuals, trusts, estates, and retirement plans. The firm builds customized portfolios utilizing a fundamental approach, emphasizing corporate earnings, economic factors, and rigorous balance sheet analysis, while working closely with clients to construct personalized Investment Policy Statements. Sentinel Advisory Corporation operates as a fee-only firm, accepting no commissions or brokerage affiliations, and is led by President and Chief Compliance Officer Bruce P. Eshbaugh, a Chartered Financial Analyst.
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% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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