Warren Bowman
Warren Bowman is a registered investment advisor at Concurrent Investment Advisors, LLC, based in St Petersburg, FL, with 42 years of industry experience. Warren 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 10,278 clients with $9.9B 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 | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
St Petersburg, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2008Customer Dispute
March 2007Customer Dispute
April 2003Other Business Activities
Warren is a financial advisor at Concurrent Investment Advisors dba Family Wealth Solutions, spending full-time hours providing advice to clients. He also owns Proactive Financial Planning, a support company for tax purposes, but dedicates no time to it.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
UBS Painewebber INC.Broker
Raymond James & Associates, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.