Sentry, LLC is a highly regarded investment advisory firm headquartered in Memphis, TN, and boasts a strong presence in the financial industry. With a single office, the firm is comprised of a team of three dedicated professionals, two of whom specialize in providing expert investment advisory services. Their collective expertise and commitment have led to exceptional results for their clientele.
With an impressive average of $905,510,000 in assets under management per investment advisor, Sentry, LLC surpasses industry standards. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, and performance-based fees. Notably, 48% of the assets they manage are discretionary, indicative of the trust and autonomy clients place in their capabilities.
The firm predominantly manages assets for high net worth individuals, catering to their distinct financial goals and needs. With a robust client base, Sentry, LLC currently oversees the management of over $1,811,012,000 in assets for more than 20 individual clients. This remarkable figure underscores their success in attracting and retaining high-profile clientele.
Among the esteemed registered advisors at Sentry, LLC, Joseph Morrison and Andrew Hursey have stood the test of time, contributing their extensive experience and expertise to the firm's stellar reputation. Their enduring presence ensures continuity and stability within the organization, further enhancing client confidence.
Overall, Sentry, LLC has solidified its position as a trusted and accomplished investment advisory firm, excelling in asset management, client satisfaction, and wealth preservation. Their unwavering commitment to delivering exceptional results sets them apart within the financial services industry.