Sentinel Wealth provides investment advisory services to individuals, high net worth individuals, and retirement plans. Sentinel Wealth offers the Legacy BluePrint Service, a comprehensive financial oversight and planning engagement designed to address the multi-disciplinary needs that commonly arise during retirement and later life stages. Investment advisory services are offered independently or in conjunction with the firm’s planning and oversight services, depending on client preferences and suitability.
Assets Under Management$34M
Clients23
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.69% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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