Matthew Deller is a CFP-designated registered investment advisor at Sowell Management, based in North Little Rock, AR, with 29 years of industry experience. Matthew 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
5320 Northshore Drive, North Little Rock, AR, 72118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the president of 10xEmpowerment, LLC, providing executive coaching and organizational development, dedicating a few hours per week. He is also the president/owner of 10x Business Consultants, Inc. providing tax preparation services, taking nearly full-time. Additionally, Matthew is the owner of 10x Wealth Advisors, Inc., a DBA for advisory services offered under Sowell Management, taking about half of his time.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Dynamic Employee Solutions, LLC.
Triad Advisors LLCBroker
Sound Financial Investment Management, LLC
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales CompanyBroker
State Registrations2 states
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.