GB
GB
Gary Bowman
34 Years of Experience
Fort Mohave, AZ
2 Disclosures
Gary Bowman is a registered investment advisor at Custom Wealth Management INC, based in Fort Mohave, AZ, with 34 years of industry experience. Gary 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 27 clients with $26M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$947K average
Assets Under Management
$25.6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort Mohave, AZ
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
August 2021Regulatory
July 2021Final
Employment History
Current Registrations
Custom Wealth Management INC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Sagepoint Financial, INC.
February 2013 - August 2021 · 8 yrs 6 mos
Sagepoint Financial, INC.Broker
February 2013 - August 2021 · 8 yrs 6 mos
Arque Capital, LTD.
July 2011 - February 2013 · 1 yr 7 mos
Arque Capital, LTD.
August 2009 - November 2010 · 1 yr 3 mos
Arque Capital, LTD.Broker
December 2008 - February 2013 · 4 yrs 2 mos
Bowman Financial Services
February 2008 - December 2010 · 2 yrs 10 mos
Fox Advisor Group
August 2004 - May 2007 · 2 yrs 9 mos
Fox & Company Investments INC.Broker
August 2002 - December 2008 · 6 yrs 4 mos
Nebs Financial Services, INC.Broker
August 2002 - August 2002 · 0 mos
Fox & Company Investments INC.Broker
July 1997 - August 2002 · 5 yrs 1 mo
H.J. Meyers & CO., INC.Broker
April 1997 - August 1997 · 4 mos
Fox & Company Investments INC.Broker
November 1995 - April 1997 · 1 yr 5 mos
Intrepid Securities, INC.Broker
September 1995 - November 1995 · 2 mos
Rykel Securities, INC.Broker
April 1995 - August 1995 · 4 mos
Dean Witter Reynolds INC.Broker
March 1990 - November 1995 · 5 yrs 8 mos
State Registrations3 states
AZCATX
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.