Elizabeth Ly is a registered investment advisor at Sentry Advisors, LLC, based in San Francisco, CA, with 25 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 183 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sentry Advisors manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 1.15%. This fee is calculated at the beginning of each quarter, based on the market value of your investments at the end of the previous quarter. If you end your advisory agreement, you'll receive a refund for any unearned fees.
Location
100 Pine Street, Suite 1250, San Francisco, CA, 94111
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 →Employment History
Current Registrations
Sentry Advisors, LLC
Previous Registrations
S F Sentry Securities, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
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.