Marilyn Evans is a CFP-designated registered investment advisor at Sowell Management, based in Albuquerque, NM, with 39 years of industry experience. Marilyn 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
6565 Americas Parkway NE, Suite 200, Albuquerque, NM, 87110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marilyn is a managing member/agent at Laux Evans and Associates, LLC, DBA-Harvest Moon Wealth Advisors, an entity used to pay business expenses, and sells fixed index and life insurance through The Quantum Group, dedicating minimal time. She is also a notary public and an IAR of Sowell Management Company, which is a full-time position.
Employment History
Current Registrations
Sowell Management
Previous Registrations
TrutoroBroker
Wfg Advisors, LP
Wfg Investments, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
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.