Samuel Kornstein is a CFA-designated registered investment advisor at Sowell Management, based in North Little Rock, AR, with 13 years of industry experience. Samuel 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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Samuel works as a Vice President at Cartesian, a consulting firm, providing strategic consulting services. This role takes nearly full-time hours, with a portion of those hours occurring during trading hours.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Dynama Capital
State Registrations1 state
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