Joseph Bowie
Joseph Bowie is a CFP-designated registered investment advisor at Retirement Investment Advisors INC, based in Oklahoma City, OK, with 38 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,381 clients with $1.3B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16.0M - $20.0M | 0.57% |
| $20M+ | 0.57% |
The minimum annual fee based on assets under management is $1,500. Current client relationships exist where the fees are lower than the fee schedule. We may waive our minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
2925 United Founders Blvd., Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (2)
Regulatory
October 2015Customer Dispute
August 2012Employment History
Current Registrations
Retirement Investment Advisors INC
Previous Registrations
Fsc Securities CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.