Sentinel Financial Planning (SFP) manages investment portfolios based on clients' individual needs and goals. SFP also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, workplace benefits, and estate planning. SFP works with clients to create a detailed financial plan designed to achieve their stated financial goals.
Assets Under Management$5.1M
Clients36
Advisors1
Avg. per Client$140K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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