Sentient Financial provides financial planning services covering cash flow, education funding, retirement, risk management, estate, and tax planning. They also offer portfolio management services, incorporating institutional investment managers. Sentient Financial works with individuals, high net worth individuals, and small businesses. They conduct an initial interview to discuss your situation and goals, and require an engagement agreement before providing services.
Assets Under Management$17M
Clients29
Advisors1
Avg. per Client$600K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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