David Cowee
David Cowee is a registered investment advisor at Sageguard Financial Group, LLC, based in Goodlettsville, TN, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,469 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Location
3066 Business Park Circle, Goodlettsville, TN, 37072
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
David is the president of Pineywoods Financial and a licensed insurance agent. He also serves as an elder at Fredonia Hill Baptist Church, dedicating a few hours per week to overseeing the church's spiritual and business direction.
Employment History
Current Registrations
Sageguard Financial Group, LLC
Previous Registrations
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
Brookstone Capital Management LLC
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.