Vedanta Sentinel Investment Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Vedanta Sentinel Investment Advisors provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They offer different investment strategies, including tactical, global-macro, and strategic approaches. They also offer investment consulting services for retirement plans and general investment advice. They are legally required to act in your best interest.

Assets Under Management$3.9M
Clients12
Advisors1
Avg. per Client$320K
Avg. per Advisor$3.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Vedanta Sentinel Investment Advisors manages your investments for a fee based on the total value of your portfolio. The annual fee is calculated using a tiered/blended schedule, meaning different rates are applied to different portions of your portfolio. The annual fee is negotiable based on various factors. Fees are billed quarterly.

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Location

1 Advisors at this firm

Vedanta Sentinel Investment Advisors | TrueAdvisor