Sentinel Financial provides financial planning, tax and accounting services, and investment advisory services. Investment advisory includes recommending and evaluating investment portfolios. Financial planning services include developing strategies to meet client needs using a comprehensive approach. Tax and accounting services include tax preparation and cash flow analysis.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
All fees are negotiable. The rate for assets exceeding $250,000 may be reduced to reflect a client's desire to meet less frequently to review performance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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