BB
CFP · ChFC
BB
CFP · ChFC

Bernard Bowhuis

42 Years of Experience
Jenison, MI
BrokerSells Insurance

Bernard Bowhuis is a CFP, ChFC-designated registered investment advisor at Founders Financial Securities, LLC, based in Jenison, MI, with 42 years of industry experience. Bernard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
9,870 clients
Average Client Portfolio
$419K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.70%
$1M+1.40%

Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Jenison, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bernard is the President/Owner of Benchmark Financial Services and sells life insurance and accident & health insurance, dedicating a few hours per week. He also volunteers as a member of the Finance Counsel for Holy Redeemer Catholic Church, spending minimal time.

Employment History
Current Registrations
Founders Financial Securities, LLC
September 2010 - Present · 16 yrs 1 mo
Founders Financial Securities LLCBroker
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Questar Asset Management, INC.
April 2010 - September 2010 · 5 mos
Questar Capital CorporationBroker
September 2005 - September 2010 · 5 yrs
Mutual Service CorporationBroker
May 1995 - September 2005 · 10 yrs 4 mos
G. R. Phelps & CO., INC.Broker
January 1993 - May 1995 · 2 yrs 4 mos
New England SecuritiesBroker
April 1984 - November 1993 · 9 yrs 7 mos
State Registrations8 states
AZFLILINMIMONCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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