MB
CFA
MB
CFA

Michael Bowers

14 Years of Experience
Seattle, WA

Michael Bowers is a CFA-designated registered investment advisor at Fsg Wealth Advisors, LLC, based in Seattle, WA, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 19 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
19 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$20.8M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.95%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5.0M - $6.0M0.50%
$6.0M - $7.0M0.40%
$7.0M - $8.0M0.30%
$8M+0.20%

FSG Wealth Advisors may also quote a flat percentage investment management fee that varies from the above schedule. A flat annual percentage investment management fee of 0.75%, for example, would apply to a client’s entire amount of assets under management. Fees are negotiable.

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

2033 Sixth Ave., Ste. 815, Seattle, WA, 98121

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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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Employment History
Current Registrations
Fsg Wealth Advisors, LLC
April 2024 - Present · 2 yrs 1 mo
Pnw Asset Management
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Conover Capital Management
June 2013 - August 2015 · 2 yrs 2 mos
Transamerica Financial Advisors, INC.
January 2012 - June 2013 · 1 yr 5 mos
Investment Advisors International, INC.
June 2011 - January 2012 · 7 mos
State Registrations4 states
CANMTNWA
Advisor

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.