Daniel Rivers is a registered investment advisor at Sowell Management, based in Camden, AR, with 40 years of industry experience. Daniel 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
658 Cash Road SW, Camden, AR, 71701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel is involved in several outside business activities. He is a board member at Church at the Armory, a volunteer with the Fellowship of Christian Athletes, an officer/director at Keep It In The Kingdom Inc, and the full-time owner of Rivers Investment Group.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Gallagher Fiduciary Advisors, LLC
F3logic, LLC
Independent Financial Group, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
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.