John Beldy is a registered investment advisor at Sentry Capital Management, LLC, based in Lakewood, CO, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $7.5M 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 $1.0M | 0.50% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fee Estimator
Location
Lakewood, CO
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
John is a registered representative with Chelsea Financial since January 2022. This takes a few hours per week.
Employment History
Current Registrations
Sentry Capital Management, LLC
Previous Registrations
Exceed Advisory LLC
Sentry Capital Management, LLC
Chelsea Financial ServicesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.