Richard Bowers
Richard Bowers is a registered investment advisor at Venture Partners Wealth Management, LLC, based in Natick, MA, with 30 years of industry experience. Richard 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 8 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Partners Wealth Management charges a percentage of your portfolio each year. The fee ranges from 0.25% to 1.50% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. For certain securities without transaction costs, the fee ranges from 0.25% to 1.00% annually, charged quarterly. Fees may be negotiable.
Location
Natick, MA
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
September 2022Judgment / Lien
January 2020Regulatory
March 2009Other Business ActivitiesSells Insurance
Richard is a licensed insurance professional who may recommend insurance products to clients, receiving commissions. He also co-founded a 501(c)3 organization and is a board member/paymaster for a non-stock corporation, dedicating minimal time to each.
Employment History
Current Registrations
Venture Partners Wealth Management, LLC
Previous Registrations
Silverwood PartnersBroker
Venture Partners Capital, L.L.C.Broker
Metlife Securities INC.
Metlife Securities, INCBroker
New England Securities Corporation
New England SecuritiesBroker
Hornor, Townsend & Kent, INC.Broker
Venture Partners Capital, L.L.C.Broker
First Dunbar Securities CorporationBroker
Putnam Retail Management Limited PartnershipBroker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
Fidelity Distributors CorporationBroker
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.