Lawrence Watts is a CFA-designated registered investment advisor at Sowell Management, based in Little Rock, AR, with 42 years of industry experience. Lawrence 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
1501 North University, Suite 218, Little Rock, AR, 72207
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Regulatory History (1)
Customer Dispute
November 1995Other Business Activities
Lawrence is the principal of Watts Wealth Management LLC, a registered DBA of Sowell Management, providing investment advisory services since 2019. This takes about a quarter of Lawrence's time, including a few hours per week during trading hours.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Stephens
StephensBroker
State Registrations2 states
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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