Caitlin Sharp is a CFP-designated registered investment advisor at Gentry Private Wealth, based in Wichita, KS. Caitlin 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, Retirement Planning, and 1 more. Their firm serves 257 clients with $310M 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 $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
The percentage for the highest range of managed asset value achieved applies to all managed assets, not just managed assets within that range.
Fee Estimator
Location
8415 E. 21st Street, North, Suite 150, Wichita, KS, 67206
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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
Gentry Private Wealth
State Registrations1 state
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