Sentinel Asset Management, LLC

Overview

Sentinel Asset Management, LLC is an independent, owner-operated RIA that focuses on serving individual and family clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — allowing flexibility to match different client needs. Sentinel does not market itself as an active ESG investor and lists an insurance company among its industry affiliations, which helps explain its use of insurance-linked products in client solutions.

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