James Benet is a registered investment advisor at Sowell Management, based in Forest, VA, with 22 years of industry experience. James 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
1151 Williams Crossing, Forest, VA, 24551
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
James is a registered advisor with Sowell Management Services, operating under the DBA Triumphant Portfolio Management, LLC. He dedicates full-time hours to providing investment advice.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Wells Fargo Advisors, LLC
Citigroup Global Markets INC.
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.