Zack Bowen is a registered investment advisor at Bowen Asset Management LLC, based in West Chester, PA, with 13 years of industry experience. Zack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.65% |
Fees are negotiable. The total combined fee for advisory services will not exceed the industry standard for excessive fees, which is 3% of assets being advised on.
Fee Estimator
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Zack is an advisory board member and treasurer for the New Garden Township General Authority in Chester County, PA. This non-investment related activity takes minimal time outside of work hours.
Employment History
Current Registrations
Bowen Asset Management LLC
State Registrations1 state
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