Jack Sowada
Jack Sowada is a registered investment advisor at Tradition Wealth Management LLC, based in Edina, MN, with 6 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 2,244 clients with $2.6B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisory representative based on experience or education. Accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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
Jack works with clients to build financial plans and implement wealth management strategies through Tradition Wealth Management, dedicating about a quarter of his time. He is also the trustee and beneficiary of his own revocable trust, spending minimal time on this activity.
Employment History
Current Registrations
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, 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
- Carter Springer, CFPTradition Wealth Management LLC
- Felix Kopycinski, CFPLaurel Wealth Planning
- Emily Lafferty, CFPOsaic Wealth, INC.
- John Steel, CFPRobert W. Baird & CO. Incorporated
- Chad Duppong, CFP, ChFCIsc Financial Advisors
- Susan Stiles, CFP, ChFCStiles Financial Services, INC.