Daron Rudy is a CFP-designated registered investment advisor at Sowell Management, based in Enid, OK, with 4 years of industry experience. Daron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,624 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.
Fee Estimator
Location
Enid, OK
Get directionsHistory
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 Activities
Daron owns rental houses since 2012 and is a non-managing partner in Oklahoma Real Estate Providers, LLC since 2014. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Sowell Management
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.
Exams
More Advisors
- William Gungoll, CFP
- Bryan Brown, CFPEdward Jones
- Ian Coppersmith, CFPEdward Jones
- Michael Wright, CFPEdward Jones