Whitman Fowlkes is a CFA-designated registered investment advisor at Sylamore Investments LLC, based in Mountain View, AR, with 26 years of industry experience. Whitman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $82M 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 $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
107 West Washington St, Mountain View, AR, 72560
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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 →Other Business Activities
Whitman is a 25% partner and co-member manager of Case Commons LLC, a real estate development company created in 2016. Whitman spends minimal time on this activity.
Employment History
Current Registrations
Sylamore Investments LLC
Previous Registrations
Crews & Associates, INC.
Crews & Associates, INC.Broker
Greenwood & Associates INC
State Registrations1 state
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