Elizabeth Sowle is a registered investment advisor at Marsjewett Financial Group, based in Bellevue, WA, with 25 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 671 clients with $730M 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 | 1.00% |
| $1.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
MJFG may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
11235 SE 6th Street, Suite 110, Bellevue, WA, 98004
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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
Elizabeth works as a financial advisor at Mars Jewett Financial Group, Inc. since 2018, meeting with clients to advise on their financial plans, which is a full-time commitment.
Employment History
Current Registrations
Marsjewett Financial Group
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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