James Benet
Advisor at Sowell Management
Updated today
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
Forest, VA 24551
Credentials
Series 63, Series 65
Industry experience
22 years
About
James Benet is a financial advisor at Sowell Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and other related services through an independent contractor model that supports tailored client service and uses model portfolios and third-party managers.
Client services
Based on Sowell Management
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Sowell Management
Income planning
Wealth management
Tax strategies for small businesses
Fee options
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
Location
1151 Williams Crossing
Forest, VA 24551
Most active in
James B has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Triumphant Portfolio Management, LLC
2016 - Present (10 years)
Sowell Management Services
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John H
CFP®
Lynchburg, VA
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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Series 66
Lynchburg, VA
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Series 63, Series 65, Series 66
Lynchburg, VA
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ChFC®, Series 63, Series 65
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