Thomas Morrison is a registered investment advisor at Sentry, LLC, based in Memphis, TN, with 3 years of industry experience. Thomas 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
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, LLC
Previous Registrations
Susquehanna Securities, 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.