Michael Bowling
Michael Bowling is a CFA-designated registered investment advisor at Beechwood Capital Management, INC., based in Cincinnati, OH, with 19 years of industry experience. Michael 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. Their firm serves 37 clients with $12M 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 $500K | 2.00% |
| $500K+ | 1.00% |
Minimum fees may apply. Fees may be negotiable under certain circumstances.
Fee Estimator
Location
9467 Montgomery Road, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a mathematics instructor at Xavier University since 2005. This teaching activity, which is not investment related, takes about a quarter of his time.
Employment History
Current Registrations
Beechwood Capital Management, INC.
State Registrations1 state
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