PB
PB
Patricia Bowlin
19 Years of Experience
Beverly, MA
1 Disclosure
Patricia Bowlin is a registered investment advisor at Ipswich Investment Management Company, INC, based in Beverly, MA, with 19 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 268 clients with $730M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
268 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$730.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fixed fees may be available for certain services upon agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
138 Conant Street, Suite 201, Beverly, MA, 01915
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2014Final
Employment History
Current Registrations
Ipswich Investment Management Company, INC
April 2014 - Present · 12 yrs 6 mos
Previous Registrations
Boston Advisors, LLC
June 2006 - March 2010 · 3 yrs 9 mos
Boston Advisors, INC.
February 2003 - June 2006 · 3 yrs 4 mos
State Registrations1 state
MA
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.
More Advisors
- James Mccall, CFAIpswich Investment Management Company, INC
- Eric JostromIpswich Investment Management Company, INC
- Alexander Colby, CFAIpswich Investment Management Company, INC
- Janell Phillips, CFAIpswich Investment Management Company, INC
- David Macdougall, CFAIpswich Investment Management Company, INC
- Damon Deluties, CFPWells Fargo Advisors