Mark Cowdell
Mark Cowdell is a CFP-designated registered investment advisor at Cowdell Investments, LLC, based in Alpine, UT, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 336 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. Discounts may be offered to select friends, IA Reps, and family.
Fee Estimator
Location
Alpine, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark works as an independent contractor in insurance sales and as an RIA. The time commitment varies daily.
Employment History
Current Registrations
Cowdell Investments, LLC
Previous Registrations
First Western Advisors
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.