Gentry Financial
Assets Under Management
$3.4M
Number of Clients
5
Number of Advisors
1
Avg. Portfolio per Client
$684K
Avg. Managed per Advisor
$3.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Gentry Financial offers investment management and financial planning services to individuals, families, and businesses. As a fee-only firm, Gentry Financial is only compensated by its clients. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Investment management is available for clients participating in ongoing financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Investment Management is available for Clients participating in our Ongoing Financial Planning services. If Gentry Financial utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Areas of Practice
Location
IN, United States
