Top financial advisors in Hagerstown, MD
We’ve curated a list of the best financial advisors in Hagerstown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$23,500,000
Number of advisors
3 advisors
| $23,500,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hagerstown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hagerstown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sentinel Capital Solutions
**Summary:** Sentinel Capital Solutions, Inc. is a registered investment advisor founded in April 2011 and located in Hagerstown, MD. The firm offers investment advisory services to individuals, high net worth individuals, and other registered investment advisors through managed accounts and sub-advisory services. The President and Chief Compliance Officer, Cort F. Meinelschmidt, leads the firm and has a background in financial advising since 2004. The firm's investment strategy is primarily long-term focused, with a customized approach based on individual client goals and risk tolerance. Clients can place reasonable restrictions on their investments, subject to the advisor's acceptance. **Fees and Compensation:** - For individual managed accounts, fees range from 0.75% to 1.50% based on assets under management. - Sub-advisory services fees range from 0.40% to 1.00%. - The SCS Insurance Opportunities Fund incurs an annual fee of 1.00% of average daily assets. **Investment Discretion:** - Sentinel generally has discretion over the selection and amount of securities bought or sold in client accounts. - Clients can place restrictions on their investments. **Methods of Analysis and Investment Strategies:** - Sentinel employs fundamental analysis to develop investment strategies. - The firm's investment strategy is primarily long-term focused. **Privacy Policy:** - Sentinel is committed to safeguarding clients' personal information and does not sell or provide it to others except for business purposes. - The firm maintains physical, procedural, and electronic security measures to protect client information. **Client Referrals and Other Compensation:** - Sentinel does not engage paid solicitors for client referrals. - The firm receives economic benefits from TradePMR for managing client accounts. **Conclusion:** Sentinel Capital Solutions, Inc. is an established investment advisor offering personalized investment advisory services with a focus on long-term strategies and client goals. The firm's transparent fee structure, commitment to privacy, and experienced leadership under Cort F. Meinelschmidt make it a reliable choice for individuals seeking tailored financial guidance.
$23,500,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment Companies
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hagerstown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hagerstown. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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