Advisor at Sentinel Advisory Corp
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Firm
Sentinel Advisory Corp
Location
Hyannis, MA 02601
Credentials
CFA®, Series 63, Series 66
Industry experience
21 years
Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.
$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: Negotiable
Account minimum: $500,000 Fee-only: Level fee advisory with fees based on assets under management; no commissions or performance fees.
396 North Street
Hyannis, MA 02601
Florida · Massachusetts · New Jersey
Sentinel Advisory Corporation
2003 - Present (23 years)
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Lawyer
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