Niley Church

19 Years of Experience

Wichita Falls, TX

1 Disclosure

Niley Church is a registered investment advisor at Sentry Management INC, based in Wichita Falls, TX, with 19 years of industry experience. Niley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $7.8B in assets under management.

Sentry Management INC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

92 clients

Average Client Portfolio

$84.9M average

Assets Under Management

$7.8B

Fee Structure

Investment management only (planning not offered)

Minimum Annual Fee:$3,000

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	0.35%
$5.0M - $25.0M	0.30%
$25M+	0.25%

These fees are for taxable fixed income portfolios. For municipal (tax-free) portfolios, the fee is 0.15% on the first $20 million and 0.10% on all over $20 million. Minimum annual fee is $3,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

5 Eureka Circle, Suite E, Wichita Falls, TX, 76308-2900

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

August 2006

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Sentry Management INC

August 2006 - Present · 19 yrs 8 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More financial advisors in Wichita Falls, TX →All financial advisors in Texas →