James Benet is a registered investment advisor at Sowell Management, based in Forest, VA, with 23 years of industry experience. James 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
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.
Exams
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