Andrew Hursey is a CFA-designated registered investment advisor at Sentry, LLC, based in Memphis, TN, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 72 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be reduced depending on portfolio mix, size, service needs, or other factors. In some cases, Sentry will charge a fixed annual fee, generally a minimum of $15,000.
Fee Estimator
Location
6070 Poplar Avenue, Suite 700, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a General Partner, Principal, Member, and Owner of 1819 Partners, LLC, an investment firm. He spends about half his time identifying target investments and performing due diligence.
Employment History
Current Registrations
Sentry, LLC
State Registrations1 state
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