Separately Managed Accounts

Sentinel manages separately managed accounts for client households with $100,000 or more in assets under management with a annual fee starting at 1.25%. Our risk averse strategy forms the base of the portfolio, which can then be tailored to take into account the particular needs and current holdings of your client, such as legacy assets and tax efficiency needs.

Our services are currently offered through Oppenheimer, Morgan Stanley, and TradePMR. If you are interested in utilizing Sentinel’s asset management services and use a Broker/Dealer not listed here, please contact us, and we will examine expanding our selection to accommodate you.

For a copy of Sentinel’s ADV, including disclosure brochures, visit