Kathy Stanley
Kathy Stanley is a CFP-designated registered investment advisor at Sentry Consulting, INC., based in Charlotte, NC, with 24 years of industry experience. Kathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 36 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
All client fees are negotiable.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathy is an investment advisory representative with Sentry Consulting, Inc., dedicating full-time hours to advisory sales and service. She also holds North Carolina licenses for life, accident, and health insurance, as well as real estate, spending minimal time on each to discuss related issues with clients.
Employment History
Current Registrations
Sentry Consulting, INC.
State Registrations2 states
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