Prime Sentry Wealth Management offers investment advice tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services, primarily advising on mutual funds and exchange-traded funds. The firm monitors portfolio performance and rebalances as needed. Leonid Murashkovskiy, the sole member, is also an attorney and real estate broker, which may present conflicts of interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on portfolio size and individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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