Dianne Lutz
Dianne Lutz is a registered investment advisor at Sowell Management, based in Sinking Spring, PA, with 37 years of industry experience. Dianne 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
737 Fritztown Road, Sinking Spring, PA, 19608
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Dianne is a financial advisor and President of Dianne Mae Financial since 2014, marketing insurance and financial services. She also co-owns a fine dining establishment (Pappy G's Inc.) since 1998, dedicating a few hours per week, and is a member of the Council of Trustees at Kutztown State University of Pennsylvania, dedicating minimal time. Dianne also co-owns rental properties.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Labrunerie Financial Services, INC.Broker
Institute for Wealth Advisors, INC.
Dinosaur Financial Group, L.L.CBroker
Concert Wealth Management
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
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.