Joseph Morrison is a CFA-designated registered investment advisor at Sentry, LLC, based in Memphis, TN, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 72 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be reduced depending on portfolio mix, size, service needs, or other factors. In some cases, Sentry will charge a fixed annual fee, generally a minimum of $15,000.
Fee Estimator
Location
6070 Poplar Avenue, Suite 700, Memphis, TN, 38119
Get directionsHistory
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 Activities
Joseph is a general partner for investments at 1819 Partners, LLC since January 2021, dedicating about half his time to managing the business and making investment decisions. He is also a VP at Enterprise Management Company since June 2023, spending a few hours per week managing the business and making investment decisions.
Employment History
Current Registrations
Sentry, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations2 states
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.