Vowels Stovern Wealth, LLC is a small investment advisory firm based out of Joplin, MO, with a commitment to providing exceptional financial services to their clients. With a team of four dedicated professionals, including two experienced investment advisors, they specialize in managing assets for high net worth individuals.
With an impressive average of approximately $26,790,000 in assets under management per investment advisor, Vowels Stovern Wealth, LLC has established a solid reputation for delivering customized investment strategies tailored to their clients' unique financial goals. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' success.
Vowels Stovern Wealth, LLC prides itself on its extensive client base, which includes over 210 individual clients with assets under management exceeding $392,594,000. While the majority of their managed assets are for high net worth individuals, they also possess the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their total assets under management.
With an impressive 79% of assets under management being discretionary, Vowels Stovern Wealth, LLC empowers their clients with expert guidance and decision-making authority. Their commitment to transparency and client satisfaction has made them a trusted choice in the industry.
Bryan Vowels and Troy Stovern, two of the longest tenured registered advisors with the firm, bring their extensive knowledge and expertise to every client relationship. Vowels Stovern Wealth, LLC operates from a single office, ensuring personalized attention and dedicated support for each client they serve.