Farokh Billimoria
Farokh Billimoria is a CFP-designated registered investment advisor at Sowell Management, based in Sugar Land, TX, with 23 years of industry experience. Farokh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
2245 Texas Drive, Sugar Land, TX, 77479
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Regulatory History (1)
Customer Dispute
April 2013Other 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
Previous Registrations
Concert Wealth Management
Summit Wealth Management,inc
Summit Wealth Management, INC
Summit Wealth Management,inc
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.