How does the advisor help clients – Key Takeaways:
Sowell Management is a financial management firm that specializes in providing expert advice to its clients. The firm is known for its strategic approach in helping clients achieve their financial goals. With a team of experienced financial advisors, Sowell Management uses a personalized approach to understand the specific needs and goals of each client to develop customized investment plans.
The firm also assists clients with portfolio management, risk assessment, and asset allocation strategies to ensure that their investments align with their financial objectives. Sowell Management not only provides financial guidance, but also educates clients on financial planning and investment strategies, giving them the tools and knowledge to make informed decisions about their finances.
Facts and Insights
Founded in 1995, Sowell Management has been in the financial industry for over 25 years. With a team of 20 expert advisors, the firm manages over $500 million in assets for its clients. Sowell Management prides itself on its long-term relationships with clients, with an average client tenure of over 10 years.
| Sowell Management | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 20 |
| Time in Business | 25 years |
Financial Services Offered
Sowell Management offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and risk management.
The firm also provides financial education and guidance on topics such as budgeting, debt management, and financial goal setting.
Client Types
Sowell Management works with a diverse range of clients, including individuals, families, and small business owners. The firm also serves corporate clients, offering financial planning and investment services to help businesses achieve their financial goals.
The firm caters to clients at all stages of life, from young professionals to retirees, offering personalized financial strategies that evolve with clients’ changing needs and goals.
Fees & Compensation
Sowell Management charges a fee based on a percentage of assets under management. This approach aligns the firm’s interests with those of its clients, as the more the clients’ assets grow, the more the firm earns.
The firm is committed to transparency and provides clients with a clear breakdown of all fees and expenses in their investment statements.
Background
Sowell Management was founded by John Sowell, a seasoned financial advisor with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a trusted name in financial management, earning a reputation for its personalized approach and commitment to client satisfaction.
The firm’s team of advisors also brings a diverse range of expertise and experience, allowing Sowell Management to offer a comprehensive suite of financial services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sowell Management is required to disclose certain information to its clients. This includes any potential conflicts of interest and how the firm is compensated.
The firm provides clients with a Form ADV, which outlines important details about its business practices, fees, and services. Clients are encouraged to read this document and ask any questions they may have before engaging in a relationship with the firm.