Martin Northern is a registered investment advisor at Sowell Management, based in Hot Springs, AR, with 39 years of industry experience. Martin 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
Hot Springs, AR
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Regulatory History (1)
Regulatory
June 2008Other Business Activities
Martin works as a Life Stewardship Consultant for BRS Financial, LLC, providing wealth management, registered investment advisor, and consulting services. This takes a few hours per week.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Brs Financial LLC
Share Financial Services, INC.Broker
Great Nation Investment CorporationBroker
Crispin Koehler SecuritiesBroker
A. B. Culbertson and CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.