Gregory Bowser
Gregory Bowser is a CFP-designated registered investment advisor at Safe Harbor Retirement Planners, based in Abingdon, MD, with 39 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 280 clients with $93M 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 $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. Fees for fee-based annuities will be billed at a flat rate of 0.90% of the value of the contract.
Fee Estimator
Location
Abingdon, MD
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2004Investigation
August 2003Regulatory
August 2003Regulatory
July 2001Other Business ActivitiesSells Insurance
Gregory is an insurance agent with Safe Harbor Financial Group, LLC, selling insurance. This activity takes a few hours per week and occurs during trading hours.
Employment History
Current Registrations
Safe Harbor Retirement Planners
Previous Registrations
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
H. Beck, INC.Broker
Jefferson Pilot Securities CorporationBroker
H. Beck, INC.Broker
Chubb Securities CorporationBroker
Guardian Investor Services CorporationBroker
Southmark Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations5 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.