Whether you are at the beginning of your investment journey, or down the road the Cowart Group can help you with a plan that focusses on performance and protection.

Getting Started with Investing

When first getting started, we need to look at your current investments in place like a 401(k), mutual funds, 529s, and IRAs. We ensure you have the right mix and allocation of investments, and then work with you to build a tax efficient investment strategy moving forward.

From: To: Our Annual Fee
$0 $250,000 1.25%
$250,000 $1,000,000 1%
$1,000,000 $2,000,000 .75%
$2,000,000 $5,000,000 .60%
$5,000,000 $10,000,000 .50%
$10,000,000 + .25%

Michael Cowart Sr is the regional consultant for National Benefits Group, a nation leader in the Non-Qualified and Corporate Planning space. For more information please click here.