Sentry Financial Planning provides financial advice to individuals and trusts, focusing on areas like income and expense planning, asset allocation, risk management, retirement planning, estate planning, and college funding. Sentry uses long-term financial planning and investment strategies. Sentry Financial Planning does not take commissions or referral fees.
Assets Under Management$49M
Clients15
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Minimum fee for investment management is $4,000 per year or $1,000 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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