William Bowman
William Bowman is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Appleton, WI, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
4351 W College Ave, Suite 110, Appleton, WI, 54914
Get directionsHistory
Regulatory History (1)
Criminal
January 1995Other Business ActivitiesSells Insurance
William is the president of Aegis Financial, a registered investment advisor, dedicating full-time hours to this role. He is also a member of Bowman Insurance Services, providing asset protection advice involving insurance, and spends minimal time on this.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Private Client Services, LLCBroker
Aegis Financial
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Capital Financial Services, INC.Broker
Mutual Service CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 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.