Edward Foraker is a registered investment advisor at Sowell Management, based in Sanger, CA, with 53 years of industry experience. Edward 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
1920 North Piedra Road, Sanger, CA, 93657
Get directionsHistory
Regulatory History (1)
Regulatory
June 1977Other Business Activities
Edward is the owner/managing member of CBM Gas Co, LLC and owner of Okan Gas Co, LLC, both oil and gas production/lease operators. He dedicates about a quarter of his time to each business, with about 10-20% of his time during trading hours.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Clarus Wealth Advisors, LLC
Wfg Advisors, LP
Williams Financial Group
Wfg Investments, INC.Broker
First Financial Equity CorporationBroker
Westamerica Investment GroupBroker
The Investamerica Group 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.