Cowdell Investments offers wealth management, financial planning, and retirement planning services. They tailor plans to each client's situation, focusing on reducing investment risk as clients age. Cowdell Investments uses stocks, bonds, and mutual funds, but also offers insurance products like fixed annuities through its representatives who are also licensed insurance agents. The firm starts with a free initial consultation to understand a client's financial situation and risk tolerance.
Assets Under Management$54M
Clients336
Advisors3
Avg. per Client$160K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. Discounts may be offered to select friends, IA Reps, and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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