Sentinel Investment Planning (SIP) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SIP creates an Investment Policy Statement for each client. SIP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, and treasury inflation protected bonds.
Assets Under Management$10M
Clients3
AdvisorsN/A
Avg. per Client$3.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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