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. Their firm serves 258 clients with $700M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
258 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$695.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
138 Conant Street, Suite 201, Beverly, MA, 01915
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2014Final
Employment History
Current Registrations
Ipswich Investment Management Company, INC
April 2014 - Present · 12 yrs
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.