Keith Reagan is a registered investment advisor at Sowell Management, based in Williamsburg, VA, with 33 years of industry experience. Keith 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
4801 Courthouse Street, Ste 129, Williamsburg, VA, 23188
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
January 2003Other Business Activities
Keith owns Keith Reagan Film and Video, filming weddings and corporate events, dedicating a few hours per week. He also owns Reagan Consulting, LLC and does business as Reagan Holloway, both investment-related activities taking up nearly full-time hours.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Sowell Management
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Micg Investment Management
Micg Investment Management, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wheat, First Securities, 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.