Joyce Cool is a ChFC-designated registered investment advisor at Sowell Management, based in La Plata, MD, with 26 years of industry experience. Joyce 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
101 Centennial Street, Suite D, La Plata, MD, 20646
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 ActivitiesSells Insurance
Joyce is a Managing Partner at Wealth Management Partners, LLC since 2004, which provides insurance and financial services. She also holds a Maryland Insurance License since 1998 and sells life insurance products, and is a Managing Member of Ramco Holdings, LLC, an entity used in purchase of land holdings and owns/manages business office for Wealth Management Partners.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Capital Investment Advisors
National Planning CorporationBroker
Intersecurities, INC.
Intersecurities, 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.
Exams
More Advisors
- Robert Ramos, CFP, ChFCSowell Management
- Christine Parker, CFPParker Financial, LLC
- Philip Watson, ChFC
- Mark Walker, ChFCEdward Jones
- Jessica Repasi, CFP, ChFC
- John Salan, PFSCetera Investment Advisers LLC