George Davis
George Davis is a registered investment advisor at Sentry Management INC, based in Wichita Falls, TX, with 20 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 88 clients with $5.4B 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 $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Rates shown are for taxable fixed income portfolios. Municipal tax-free portfolios have separate rates: 0.15% on the first $20M and 0.10% on amounts over $20M. Minimum annual fee is $3,000, which is negotiable.
Fee Estimator
Location
5 Eureka Circle, Suite E, Wichita Falls, TX, 76308-2900
Get directionsHistory
Regulatory History (2)
Regulatory
August 2006Criminal
February 1993Employment History
Current Registrations
Sentry Management INC
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.
Exams
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