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.
Jullie Ann Strippoli is a Series 66 licensed advisor with 18 years of industry experience. She is currently with Sowell Management and is also employed by Weaver and Tidwell, L.L.P., working under its affiliate Weaver Capital Advisors. Prior to these roles, she worked at Charles Schwab and Charles Schwab Bank for over 16 years. She holds a Texas insurance license, allowing her to sell life, accident, health, and HMO policies. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, registered investment advisers, 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 compliance, technology, and back-office resources.
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
1601 South Mo Pac Expressway, Suite D250
Austin, TX 78746
Texas
Weaver and Tidwell, L.L.P.
2024 - Present (2 years)
Weaver Capital Advisors
2024 - Present (2 years)
Sowell Management
2024 - Present (2 years)
Charles Schwab Bank, SSB
2013 - 2024 (11 years)
Charles Schwab
2008 - 2024 (16 years)
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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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