S
Sentinel Advisory Corp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$51,477,187
Total clients
50
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$1,029,544
About
The firm provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates and also acts as an investment fiduciary and retirement plan consultant for plan sponsors. It delivers regular portfolio reporting and client reviews, and its retirement-plan work is documented through a Consulting Agreement that outlines services and fiduciary responsibilities.
Its investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, with technical analysis used only to complement those conclusions; portfolios are constructed position-by-position across equities and fixed income and governed by client-specific Investment Policy Statements. The firm seeks after-tax results and typically favors companies with strong cash flow, manageable debt and market leadership while employing broad diversification and systematic risk management.
Compared with many independent advisers, the firm is notable for offering institutional retirement-plan services, including ERISA investment-fiduciary roles (including Section 3(38) discretionary manager responsibilities), selection and monitoring of designated investment alternatives, and creation of model allocation portfolios — a service set uncommon among peers. It operates as a level-fee, fiduciary-only adviser that does not accept brokerage commissions and provides quarterly valuations and ongoing client contact as part of its standard service.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$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.
Main office location
Sentinel Advisory Corp
34 Court Street
Plymouth MA 02360, United States
Number of offices
1
Most active in
Sentinel Advisory Corp has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts · New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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