Advisor at Sowell Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sowell Management
Location
Sanger, CA 93657
Credentials
Series 63, Series 65
Industry experience
53 years
Edward Foraker is a financial advisor with Sowell Management and holds Series 63 and Series 65 credentials. He has 53 years of industry experience, including prior roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of advisory work, he is owner and managing member of two oil and gas production companies, CBM Gas Co, LLC and Okan Gas Co, LLC. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and sub-advisory services supported by a platform that includes model portfolios and third-party managers.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools
Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees
Hourly fees for consulting from $150 to $500, depending on complexity and professional
Subscription self-directed financial planning tools generally $50 to $200 per month
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting
1920 North Piedra Road
Sanger, CA 93657
California
Sowell Management
2020 - Present (6 years)
Clarus Wealth Advisors, LLC
2017 - 2019 (2 years)
WFG Advisors, LP
2003 - 2017 (14 years)
Williams Financial Group
2002 - 2017 (15 years)
CBM Gas Company LLC
1971 - Present (55 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
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