Advisor at Roosevelt Advisors LLC
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Firm
Roosevelt Advisors LLC
Location
Edinburg, TX
Credentials
Series 66
Industry experience
13 years
David Fowler is a financial advisor at Roosevelt Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ProEquities, Inc. and Bankers Life & Casualty. Fowler also maintains a role as an insurance agent with National Advisor Group, Inc. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers tailored investment strategies, both discretionary and non-discretionary asset management, and referrals to third-party managers, alongside an affiliated insurance practice.
Based on Roosevelt Advisors LLC
Based on Roosevelt Advisors LLC
$0 - $1,000,000: 1.00% annually (direct asset management) $1,000,001 - $2,000,000: Negotiable (direct asset management) $0 - $1,000,000: 1.00% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $1,000,001 - $2,000,000: 0.85% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $2,000,001 - $3,000,000: 0.60% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $3,000,001+: 0.50% (Gradient Investments Strategic & Tactical Portfolios; Roosevelt portion) $0 - $1,000,000: 1.00% (Gradient Investments Allocation Portfolios; Roosevelt portion) $1,000,001 - $2,000,000: 0.75% (Gradient Investments Allocation Portfolios; Roosevelt portion) $2,000,001 - $3,000,000: 0.50% (Gradient Investments Allocation Portfolios; Roosevelt portion) $3,000,001+: 0.40% (Gradient Investments Allocation Portfolios; Roosevelt portion) $0+: 0.60% (Gradient Investments Preservation Portfolios; Roosevelt portion) $0+: 0.30% (Gradient Investments Client Directed Accounts; Roosevelt portion)
Minimum fee: Minimum quarterly fee of $25 for Client Directed Accounts (not available to Washington residents) Fee-only: Advisory fees based on assets under management, billed quarterly in arrears; negotiable fees
Edinburg, TX
Oregon · Texas · Washington
National Advisor Group, Inc.
2018 - Present (8 years)
Roosevelt Advisors LLC
2018 - Present (8 years)
Slow Hand
2017 - 2018 (1 year)
David K. Fowler, Sole Proprietor
2016 - 2018 (2 years)
Investment Advisors
2014 - 2018 (4 years)
ProEquities, Inc
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Edinburg, TX
MDO Financial Planning, LLC
Series 65
Mcallen, TX
Normaltown Financial LLC
Series 63, Series 65
Mcallen, TX
Walter J. Reyna, Inc.
Series 66
Edinburg, TX
Roosevelt Advisors LLC
Series 65
Mcallen, TX
Idylian Capital
Series 65
Mcallen, TX
Idylian Capital
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