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.

Completing one year as an Independent RIA

Mar 17

Written By Nikhil Majithia

Today marks a special milestone for Vedanta Sentinel Investment Advisors. As we celebrate our first anniversary, we’re reflecting on 365 days of true independence and fiduciary commitment.

To our clients: Thank you for your trust. You are the reason we chose this path, and your success is our greatest reward.
To our community: Thank you for the warm welcome. We are proud to be your local resource for transparent, low-fee investment solutions.
Looking ahead: Our first year was just the foundation. We look forward to many more years of building lasting legacies together.

Cheers to Year One and beyond! 🥂

Nikhil Majithia https://www.vedantasentinel.com

Completing one year as an Independent RIA

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