Vincent Gimarelli is a registered investment advisor at Sowell Management, based in Lake Oswego, OR, with 15 years of industry experience. Vincent 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
Lake Oswego, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent works full-time as an Institutional Sales and Consulting Director of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in January 2024.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Assetmark, INC.
Asi Wealth Management & Consulting Services
Osborne Partners
Mercer Global Advisors INC.
Freestone Capital Management, LLC
Harris Mycfo, LLC
Ctc Consulting, LLC
Evergreen Capital Management LLC
Charles Schwab & CO., INC.
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.