Greggory Brant
Greggory Brant is a CFP-designated registered investment advisor at Sowell Management, based in Jupiter, FL, with 11 years of industry experience. Greggory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
500 University Blvd, Suite 205, Jupiter, FL, 33458
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Regulatory History (1)
Employment Separation After Allegations
April 2024Other Business ActivitiesSells Insurance
Greggory holds a Florida insurance license and sells life, health, and variable annuity insurance, dedicating a few hours per week. He is also an authorized member/owner of GKB Capital, LLC and GWB Capital, LLC, using the latter to market insurance and financial services.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Atlantic Wealth Partners, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, 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.