Sentinel Wealth Strategies provides investment advice and financial planning to individuals and businesses. They offer both discretionary and non-discretionary portfolio management through a wrap fee program, tailoring investment advice to meet client objectives. Financial planning services range from broad-based planning to single-subject consultations. Sentinel Wealth Strategies may use sub-advisers and model portfolios.
Assets Under Management$40M
Clients220
Advisors1
Avg. per Client$180K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...