Sentry Advisors offers investment advice and portfolio management tailored to individual client needs. They provide both discretionary and non-discretionary account management. Sentry Advisors also offers financial planning services, ranging from broad-based planning to single-subject consultations. They may recommend third-party money managers and sponsor a wrap fee program. Sentry Advisors advises on various investments, including equities, bonds, mutual funds, and real estate.
Fee Structure
Sentry Advisors manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 1.15%. This fee is calculated at the beginning of each quarter, based on the market value of your investments at the end of the previous quarter. If you end your advisory agreement, you'll receive a refund for any unearned fees.