Fowler Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fowler Wealth Management is a state-registered independent investment adviser established in 2024 that manages approximately $20.9 million for about 40 clients. The firm provides fee-based, discretionary portfolio management and related financial planning services to individuals, trusts, estates, charitable organizations and business entities.
The adviser combines a tactical allocation approach with fundamental analysis to construct and adjust portfolios, using exchange-listed securities, ETFs, mutual funds, corporate and government debt, and cash positions as potential hedges. Strategies include both long-term holdings and shorter-term trades, and the firm may recommend specific stocks to alter sector weightings or enhance dividend potential.
Notable features include that nearly all reported assets are managed on a discretionary basis, the firm does not accept commission-based compensation from product providers, and it does not vote client proxies (clients retain voting authority). The firm operates as a single-advisor practice, does not impose an account minimum, and generally directs clients to Charles Schwab as the qualified custodian for brokerage and custody.
Client services
Expertise
Fee options
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000+: 0.75%
Fee-only: Annual management fee payable quarterly in advance, based on AUM per tiered schedule
Main office
144 W Main Street
Lake City SC 29560
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Fowler Wealth Management · Fowler Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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