SOW Advisors, a fee-only registered investment advisor, offers investment strategies and holistic financial planning to individuals, families, and small businesses. SOW incorporates biblical stewardship principles at the client's request. Services include comprehensive financial planning, advice on alternative investments, strategic portfolio management, and investment consulting.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Flat $5,000 on assets $0 - $500,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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