Sentry, LLC offers investment advisory services including creating investment guidelines, asset allocation, selecting investment vehicles, and monitoring performance. Sentry provides investment consultation and management services to high net worth individuals, their trusts and estates, and charitable organizations. Services are customized and do not include model portfolios. Sentry may recommend third-party investment advisors.
Assets Under Management$2.7B
Clients72
Advisors3
Avg. per Client$38M
Avg. per Advisor$910M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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