Robert Clinton is a registered investment advisor at Sowell Management, based in Norman, OK, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1011 24th Ave. NW, Norman, OK, 73069
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Regulatory History (1)
Regulatory
August 2005Other Business Activities
Robert works as an attorney at Barnum & Clinton PLLC. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Private Advisor Group, LLC
Sowell Management
Clinton Wealth Management LLC
Great Valley Advisor Group, INC.
Sowell Management Services
American Family Legacy Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.