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Farokh Billimoria

Sowell Management
24 Years of Experience
Sugar Land, TX
1 DisclosureSells Insurance
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Farokh Billimoria is a CFP-designated registered investment advisor at Sowell Management, based in Sugar Land, TX, with 24 years of industry experience. Farokh 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.

Sowell Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
6,624 clients
Average Client Portfolio
$726K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2245 Texas Drive, Sugar Land, TX, 77479

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History

Regulatory History (1)
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Customer Dispute
April 2013
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Farokh prepares taxes for approximately 8 hours per week between February 15th and April 15th. He also sells life insurance and annuities on a demand basis and is a speaker for The American Financial Education Alliance (AFEA).

Employment History
Current Registrations
Sowell Management
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Concert Wealth Management
July 2012 - January 2017 · 4 yrs 6 mos
Summit Wealth Management,inc
October 2006 - December 2006 · 2 mos
Summit Wealth Management, INC
August 2006 - July 2013 · 6 yrs 11 mos
Summit Wealth Management,inc
April 2002 - August 2006 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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