G. Earl Mowrey & Co., L.l.c

G. Earl Mowrey & Co, LLC is a fee-only investment advisor established in 1987, offering Portfolio Management Services and Financial Planning Services. The firm is owned by G. Earl Mowrey, a Certified Financial Planner since 1988. Earl Mowrey transitioned to fee-only advising in 2009 and is no longer affiliated with a broker/dealer. The firm's investment strategy focuses on well-diversified portfolios and long-term approaches, aiming to maximize returns within accepted risk levels. For Portfolio Management Services, the firm charges a management fee of up to 1% of assets under management (AUM) annually, with a minimum account value of $20,000. Clients are billed quarterly based on AUM. Earl Mowrey does not charge performance-based fees and manages accounts on a non-discretionary basis, requiring client approval for transactions. The firm recommends Charles Schwab Advisor Services as a custodian. Earl Mowrey does not manage discretionary accounts for clients but has limited trading authority. The firm does not have physical custody of client assets but may deduct advisory fees directly from client accounts. Clients are encouraged to review statements from the custodian. Earl Mowrey has no disciplinary events in his past. The firm offers comprehensive Financial Planning Services and annual plan reviews. Clients can engage in free initial consultations to discuss their financial objectives and risk tolerance.