Meg Gentry is a registered investment advisor at Chartmark Investments, INC., based in Tulsa, OK, with 21 years of industry experience. Meg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $88M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Portions of accounts may occasionally be billed at different rates (e.g., fixed income at 1%, equities at 2%). Fees may be discounted in certain situations.
Fee Estimator
Location
2200 S Utica Place Suite 525, Tulsa, OK, 74114
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
Meg is the treasurer of the Denver Area Chapter of the TU Alumni Association. This activity is not investment-related.
Employment History
Current Registrations
Chartmark Investments, INC.
State Registrations3 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.
Exams
More Advisors
- Eugene Smith, CFPChartmark Investments, INC.
- Jonathan Pixley, CFPRealm Financial Planning
- Joshua Jakubovitz, CFPWarburton Capital Management, LLC
- Daniel Beutel, CFPCouncil Oak Wealth Advisors
- Kelcy Flores, CFPCorient
- Ethan Cordray, CFPMariner