How does the advisor help clients – Key Takeaways:
SENTINEL FINANCIAL serves as a trusted financial expert for their clients by providing sound investment advice and personalized financial planning services. With years of experience and a team of knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals.
They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. They also work with a variety of client types, from individuals and families to small businesses and institutions.
In this article, we’ll take a closer look at SENTINEL FINANCIAL and their approach to helping clients reach financial success.
Facts and Insights
SENTINEL FINANCIAL was founded in 1999 and has been providing financial services for over 20 years. Their team of advisors has a combined 100 years of experience in the industry, making them well-equipped to handle a variety of financial situations.
The firm manages over $500 million in assets under management and has a team of 10 advisors. This translates to a healthy advisor-to-assets ratio, ensuring that each client receives personalized attention and advice.
SENTINEL FINANCIAL prides itself on its commitment to transparency and ethical practices. They have a fiduciary duty to act in their clients’ best interests at all times and fully disclose any potential conflicts of interest.
Assets Under Management, Number of Advisors and Time in Business:
| Assests Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
SENTINEL FINANCIAL offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Their team of experienced advisors works closely with each client to understand their unique financial situation and create a personalized plan to help them reach their goals.
Client Types
SENTINEL FINANCIAL works with a variety of client types, including:
- Individuals and families
- Small Businesses
- Institutions
They understand that each client has specific needs and goals, and they tailor their services to meet those needs. Whether it’s creating a retirement plan for an individual or managing investments for a small business, SENTINEL FINANCIAL has the expertise to help clients achieve financial success.
Fees & Compensation
SENTINEL FINANCIAL is a fee-only firm, meaning they do not earn commissions from selling financial products. They are transparent about their fees and clearly outline them for clients before any services are provided.
Their fees are based on a percentage of assets under management, ensuring their interests align with their clients’ success. This fee structure also means that the firm’s income is directly tied to the performance of their clients’ investments, motivating them to make sound investment decisions.
Background
SENTINEL FINANCIAL is headquartered in New York and serves clients in-person and virtually across the country. The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Their team of advisors has a diverse background, with experience in various financial industries such as banking, insurance, and accounting. This diverse expertise allows them to take a holistic approach to financial planning and provide well-rounded advice to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand their disclosures. SENTINEL FINANCIAL is transparent with their disclosures and encourages clients to ask questions if they have any concerns.
Some potential factors to be aware of include:
- Pending lawsuits or regulatory actions
- Previous bankruptcies or criminal charges
- Conflicts of interest
SENTINEL