Scott Christie
Scott Christie is a ChFC-designated registered investment advisor at Sowell Management, based in North Little Rock, AR, with 39 years of industry experience. Scott 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
5320 Northshore Drive, North Little Rock, AR, 72118
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Regulatory History (1)
Regulatory
October 2013Other Business Activities
Scott is the owner and investment advisor representative for North Star Wealth Management, LLC, a DBA for investment advisory services, since 2012.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Tcg Advisors, LP
Concert Wealth Management
Meridian United Capital, LLCBroker
Strategic Investment Advisors
Strategic Investment Advisors
The Planning Group
Triad Advisors, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Fsc Securities CorporationBroker
Sunamerica Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.