Sowell Management
Assets Under Management
$4.2B
Number of Clients
6,572
Number of Advisors
97
Average Client AUM
$644K
AUM per Advisor
$43.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions. They offer financial planning, financial consulting, and investment management services. The firm also provides ancillary services to IARs, including compliance consulting, billing, technology, and portfolio management.
Fee Structure
Investment management fees vary up to 2.5% per annum, depending on portfolio size, services rendered, and the investment advisor representative. Fees may be billed in advance or arrears. Financial planning and consulting fees are negotiable, up to $10,000 on a fixed fee basis or from $150 to $500 on an hourly basis. Subscription self-directed financial planning tools and assistance generally cost between $50 to $200 per month.
Areas of Practice
Location
5320 Northshore Drive, North Little Rock, AR, 72118