Robert Clinton is a registered investment advisor at Sowell Management, based in Norman, OK, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
1011 24th Ave. NW, Norman, OK, 73069
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Regulatory History (1)
Regulatory
August 2005Other Business Activities
Robert works as an attorney at Barnum & Clinton PLLC. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Private Advisor Group, LLC
Sowell Management
Clinton Wealth Management LLC
Great Valley Advisor Group, INC.
Sowell Management Services
American Family Legacy Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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