Assets Under Management

$4.2B

Number of Clients

6,572

Number of Advisors

97

Average Client AUM

$644K

AUM per Advisor

$43.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sowell Management offers investment management, financial planning, and consulting services. They manage client portfolios using mutual funds, ETFs, and individual securities. They also offer third-party investment advisory services and sub-advisory services. IARs tailor services to individual client needs.

Fee Structure

Minimum Investment:$50K
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Loading...
Location

5320 Northshore Drive, North Little Rock, AR, 72118

97 Advisors at this firm

Page 1 of 5
Sowell Management | TrueAdvisor