Sowell Management offers investment management, financial planning, and consulting services. They manage client portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. Sowell Management also provides services to other registered investment advisors. The firm's investment advisor representatives (IARs) are independent contractors, and their services can vary. Sowell Management also offers self-directed financial planning tools and retirement plan advisory services.
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.