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Investment Management Single Rate Fee Schedule:

Fee Structure

Investment Management Pricing

One Rate for All Assets - Our asset management fee schedule is simple, you will be charged a single rate for all assets managed by our firm. No additional commissions, sales charges, or surrender charges will ever apply.

For example: If Sentinel Wealth Management managed client assets of $750,000, they would be charged 0.80% annually (0.20% per quarter) on all assets managed by the firm. Once the client reached a managed account balance of $1,000,000, their fee would be immediately reduced to 0.70% per year (0.175% per quarter).

 

Investment Management Services Include

  • Personalized Investment Policy Statement

  • Institutional Money Management Access

  • Asset Allocation Implementation

  • Automatic Portfolio Rebalancing

  • Tax Efficient Optimization for taxable accounts

  • Portfolio Progress Tracking & Performance Reporting

  • Continued Monitoring & Reviews