Zolly Bowden is a registered investment advisor at Sheets Smith Investment Management, LLC, based in Houston, TX, with 23 years of industry experience. Zolly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 126 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For clients who participate in wrap programs, SSIM’s management fees vary from 0.25% to 0.75% of the assets managed.
Fee Estimator
Location
5600 NW Central Drive, Suite 221, Houston, TX, 77092
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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 →Employment History
Current Registrations
Sheets Smith Investment Management, LLC
Previous Registrations
Sheets Smith Wealth Management
Atlantic Capital Management LTD
State Registrations2 states
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