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.
