Financial Advice Transparent & Simple - The Way It Should Be
Investment Management Single Rate Fee Schedule:
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 $2.5 million, 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 $3,000,000, 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