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SENTINEL CAPITAL SOLUTIONS

SENTINEL CAPITAL SOLUTIONS

Description

How does the advisor help clients – Key Takeaways:

SENTINEL CAPITAL SOLUTIONS is a financial advising firm that provides a range of services to help clients manage and grow their wealth. The firm prides itself on its team of experienced and knowledgeable advisors who are dedicated to providing comprehensive and personalized financial advice to each client.

Facts and Insights

SENTINEL CAPITAL SOLUTIONS has been in business for over 10 years, and currently has over $500 million in assets under management. The firm has a team of 15 advisors who have a combined experience of over 100 years in the financial industry, making them well-equipped to handle a variety of client needs and goals.

Assets Under Management $500 million
Number of Advisors 15
Time in Business Over 10 years

Financial Services Offered

SENTINEL CAPITAL SOLUTIONS offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides comprehensive financial planning services, where clients can work with an advisor to create a personalized financial plan tailored to their specific needs and goals.

Client Types

The firm works with a diverse range of clients, including individuals, families, and businesses. SENTINEL CAPITAL SOLUTIONS takes a client-first approach, ensuring that all recommendations and strategies are tailored to meet the unique needs and goals of each individual or entity.

Fees & Compensation

SENTINEL CAPITAL SOLUTIONS charges clients a percentage of assets under management as their fee, which is typically lower than the industry standard. The firm also remains transparent about all fees and expenses, ensuring that clients fully understand what they are paying for and why.

Background

SENTINEL CAPITAL SOLUTIONS was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown and expanded to become a trusted and respected name in the financial industry. The firm’s team of advisors all have various backgrounds and areas of expertise, ensuring that clients have access to a wide range of knowledge and experience.

Financial Advisor Disclosures to Know

SENTINEL CAPITAL SOLUTIONS and its advisors are committed to maintaining a transparent and ethical relationship with clients. As such, the firm discloses all potential conflicts of interest and operates under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.

Company Information

Main Office

Mail Office

Other Information

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