Bradley Bowman
Bradley Bowman is a registered investment advisor at Sovereign Wealth Advisors LLC, based in Houston, TX, with 29 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,275 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% and is negotiable based on account size, complexity, and other factors. Sponsored platform programs may have different fee schedules ranging up to 2.95%.
Fee Estimator
Location
24 Greenway Plaza, Suite 1895, Houston, TX, 77046
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Bradley provides investment advisory services through Sovereign Wealth Advisors LLC since July 2022. This takes about a quarter of his time.
Employment History
Current Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Intrua Financial
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Amegy Investments, INC.Broker
Fiserv Investor Services, INC.Broker
Edward JonesBroker
State Registrations10 states
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
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