G. Earl Mowrey & Co, LLC provides personalized investment management and financial planning services primarily to individuals and families. Founded in 1987, the registered investment advisor builds globally diversified portfolios using mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance. The team includes advisors with advanced credentials, such as a Certified Financial Planner. The firm operates on a fee-only basis, meaning they do not earn commissions from selling products. Instead, they charge fees based on the size of the portfolio they manage, while providing financial planning services at no additional cost. Client accounts are held at an independent custodian, and investments are monitored continuously.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | Included |
| $20K+ | 1.00% |
Accounts under $20,000 are subject to a minimum fee of no more than $200. Accounts over $20,000 are charged up to 1% of assets under management per year. Fees are negotiable.