George Davis
George Davis is a registered investment advisor at Sentry Management INC, based in Wichita Falls, TX, with 19 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
These fees are for taxable fixed income portfolios. For municipal (tax-free) portfolios, the fee is 0.15% on the first $20 million and 0.10% on all over $20 million. Minimum annual fee is $3,000.
Fee Estimator
Location
5 Eureka Circle, Suite E, Wichita Falls, TX, 76308-2900
Get directionsHistory
Regulatory History (2)
Regulatory
August 2006Criminal
February 1993Employment History
Current Registrations
Sentry Management INC
State Registrations1 state
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