Oliver Bakker is a registered investment advisor at Sowell Management, based in Houston, TX, with 1 years of industry experience. Oliver 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
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Oliver is employed full-time by Weaver and Tidwell, working under affiliate Weaver Capital Advisors, which acts as a dba to market services including investment advisory services offered through Sowell Management. He started this investment-related role in July 2024.
Employment History
Current Registrations
Sowell Management
State Registrations1 state
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