Sentinel Asset Management is a registered investment advisor founded in 2018, with its main office in Wallingford, Connecticut, and additional offices in Maryland, Pennsylvania, and Virginia. Sentinel Asset Management provides customized portfolio management and comprehensive financial planning services tailored to individual client goals. For portfolio management, Sentinel Asset Management often utilizes third-party managers, such as Separately Managed Accounts and Turnkey Asset Management Programs, to help implement investment strategies. The firm's financial planning services cover financial management, achieving financial independence, tax planning, risk management, insurance planning, and generational wealth transfer. Additionally, the firm's leadership maintains an affiliation with an independent insurance agency, allowing them to offer insurance and annuity products separately from the advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sentinel Asset Management charges a flat 2% annual fee on assets under management. Fees are negotiable based on factors such as size, complexity, and relationship.