Sentinel Advisory Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sentinel Advisory Group offers financial planning and investment management services. They work with a range of clients and offer access to various securities products, asset allocation services, and financial planning. Sentinel has agreements with Commonwealth Financial Network to offer consulting and asset management programs. Sentinel remains responsible for ensuring advice is suitable for clients.

Assets Under Management$320M
Clients381
Advisors8
Avg. per Client$840K
Avg. per Advisor$40M

Fee Structure

Minimum Investment:$250K

Sentinel Advisory Group offers asset management services through programs with Commonwealth Financial Network. The maximum management fee is 1.5% annually. Fees are based on a percentage of the value of your portfolio, including cash. The fees are negotiable. Sentinel also uses a third-party order management system for participant retirement accounts, charging up to 1.5% annually, debited quarterly from a linked account.

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Location

8 Advisors at this firm