Sentry Management Review


Trust Score 78%
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Sentry Management, federally registered in 1990, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Sentry Management manages $5.66 billion and provides investment advisory services for 43 clients (1:15 advisor/client ratio).

Sentry Management requires a $857,142 minimum investment and charges between 0.35% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 27 years
  • Firm has a high advisor to client ratio, one licensed advisor for every 15 clients
  • Firm does not accept performance-based fees
  • Firm does not perform side-by-side management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has a disciplinary history
  • Custodian is unknown
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $3,000 on a $857,142 portfolio
Disciplinary History Yes
Total AUM $5.66 billion
Average Account AUM $131,655,537
Broker-Dealer Hybrid No
Annual Management Fee Notes None
Minimum Investment $857,142
Minimum Annual Fee $3,000
Advisor / Client Ratio 1:15
Headquarters Wichita Falls, TX
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 0.35%
$5,000,001 to $25,000,000 0.30%
$25,000,001+ 0.25%


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