Meg Gentry is a registered investment advisor at Chartmark Investments, INC., based in Tulsa, OK, with 20 years of industry experience. Meg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, 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% |
In some cases, portions of accounts may be billed at different rates (e.g. fixed income holdings charged at 1% annually and equity holdings charged at 2%). All fee arrangements however will be quoted in advance.
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.