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
Fixed fees up to $10,000 for financial planning and consulting services
Up to 2.5% per annum, varying based on portfolio size, composition, services, and advisor discretion
Insurance commissions may exceed the annual advisory fee; conflicts disclosed
Hourly fees range from $150 to $500 depending on service complexity
Account minimum: $50,000 minimum portfolio value Minimum fee: Minimum quarterly fee of $25 per household
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.
CFP®, Series 63, Series 65
Clovis, CA
Edward Jones
Series 66
Itasca, CA
APP
CFA®, Series 63
Reedley, CA
Victory Wealth Management, LLC
Series 63, Series 65
Unit 616, CA
Marathon Financial Advisors
Series 65
Clovis, CA
The Institute
Series 66
Reedley, CA
Caitlin John, llc
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