William Bowden
William Bowden is a registered investment advisor at Magnus Financial Group LLC, based in New York, NY, with 29 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 1,086 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magnus Financial Group charges an annual advisory fee based on a percentage of the assets they manage for you. This fee is negotiable and can range from 0.5% to 1.5% annually. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Some advisors at Magnus offer separate investment strategies for an additional fee.
Location
90 Park Avenue, Suite 1800, New York, NY, 10016
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Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
William is a co-founder and passive investor in an internet marketing company, and has a passive investment in a Dutch start-up. He also sells individual and group life and health insurance through William J Bowden/Modus Park Associates and Mass Mutual, dedicating a few hours per week to each.
Employment History
Current Registrations
Magnus Financial Group LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.