What is the Fiduciary Standard?

Vedanta Sentinel acts as a fiduciary, meaning we always prioritize our clients' best interests in every investment recommendation and decision.

What are your fees & compensation?

Our fees vary based on the investment solution: Tactical 0.62%-0.12% per year, Strategic 0.62%-0.12% per year, Alternative 0.82%-0.22% per year, and Hourly Consulting $250/hr.

What qualifications do your advisors have?

Our team has extensive professional credentials including CFA® and CFP®, with over 20 years of combined experience in investment research, portfolio management, and financial services.

We serve pre-retirees, retirees, entrepreneurs, professionals, individuals, families, and non-profit organizations with tailored financial solutions.

Fees | Optimize Your Investments Today — Vedanta Sentinel Investment Advisors

Investment Advisory Services Fees

Sentinel:

Tactical Investment Solution

0.62%-0.12% per year (Fees Based on Account Size)

Strategic:

Buy & Hold Solution

0.62%-0.12% per year (Fees Based on Account Size)

Alternative:

Macro Investment Solution

0.82%-0.22% per year (Fees Based on Account Size)

Requires an account with Margin feature

Hourly Consulting:

$250/Hour

Suitable for:

Retirement Accounts such as 401(k) / 403(b) Plans

College 529 Plans

Need additional information?

Fill out this Information Request Form and we will contact you within 2 business days.