Sowell Management is a registered investment advisor founded in 2001, operating with an independent contractor model where various advisors and branch offices offer personalized portfolio management, financial consulting, and financial planning services. Sowell Management manages investment portfolios on both a discretionary and non-discretionary basis, utilizing mutual funds, exchange-traded funds, individual securities, third-party money managers, and sub-advisors. In addition to personal wealth management, Sowell Management offers retirement plan consulting for employers and participants, self-directed planning tools, and specialized advanced estate and tax planning services for high-net-worth clients through partnerships with third-party providers. The firm emphasizes tailored investment strategies designed around individual client risk tolerances, time horizons, and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee generally varies up to 2.50% depending on the portfolio size, composition, services rendered, and the specific investment advisor representative. Fees are negotiable.