Sentry Consulting, Inc. offers financial planning and investment management services to individuals of all ages. Sentry aims to help clients navigate financial aspects of their lives by acting in their best interests. Sentry's services include budgeting, retirement planning, investment analysis, and risk management. Sentry does not sell commission-based products.
Assets Under Management$29M
Clients36
Advisors1
Avg. per Client$790K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
All client fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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