Sentara Capital offers financial planning and investment management services. Financial planning covers areas like cash flow, risk management, education funding, retirement, tax, and estate planning. Investment management involves creating a portfolio based on your risk profile and financial goals. Sentara Capital may also provide educational workshops on investments and personal finance.
Assets Under Management$120M
Clients169
Advisors2
Avg. per Client$710K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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