HB
CFA
HB
CFA

Harry Bower

17 Years of Experience
Dennis, MA

Harry Bower is a CFA-designated registered investment advisor at Harry S. Bower, LLC, based in Dennis, MA, with 17 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dennis, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harry S. Bower, LLC
May 2008 - Present · 18 yrs
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.
Harry Bower - Financial Advisor | TrueAdvisor