A complete list of active advisors currently associated with Prime Sentry Wealth Management LLC
Warmer can help you find a great advisor at Prime Sentry Wealth Management LLC or one who fits your needs even better.
Prime Sentry Wealth Management is a fee-only, registered investment adviser that provides integrated portfolio management services to individuals (including high-net-worth individuals), trusts, estates, charitable organizations, corporations, and other business entities. The brochure describes tailored discretionary and non-discretionary portfolio management primarily using mutual funds and exchange-traded funds. The firm states it employs Modern Portfolio Theory and long-term purchase strategies, constructs or selects model portfolios, and monitors accounts with periodic (at least quarterly) reviews and written summary reports; tax efficiency is not identified as a primary objective. The brochure also discloses that the firm requires clients to direct brokerage and custody through a specified custodian, which the firm evaluates for execution quality and related services. A distinctive feature noted in the brochure is that the firm’s principal conducts separate legal services through an affiliated law office and real estate services through an affiliated brokerage; those services are offered under separate engagements and the brochure discloses the potential conflicts and how they will be mitigated. The firm’s client mix emphasizes high-net-worth and institutional-type accounts rather than mass-market individual clients, and manages a modest asset base with oversight performed by the adviser named in the brochure.
To learn more about the advisors currently working at Prime Sentry Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Addison, TX
| 0
|
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