G. Earl Mowrey & Co, LLC offers portfolio management and financial planning services. Financial planning covers areas like asset allocation, insurance, retirement, college, and estate planning. Portfolio management involves ongoing monitoring and recommendations, primarily using mutual funds and exchange-traded funds. Clients retain control and must approve all transactions.
Assets Under Management$43M
Clients142
Advisors2
Avg. per Client$300K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management
Minimum Annual Fee:$200
Earl Mowrey manages client portfolios for a fee based on the value of your portfolio. The fee is up to 1% per year, and is negotiated with the client. There is a suggested minimum account value of $20,000, and a minimum advisory fee of up to $200 may be charged.
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