Marc Bowman
Marc Bowman is a registered investment advisor at Bowman Wealth Management Group, based in Mechanicsburg, PA, with 27 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.) for amounts over $500,000.
Fee Estimator
Location
555 Gettysburg Pike, Suite C-100, Mechanicsburg, PA, 17055
Get directionsHistory
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 ActivitiesSells Insurance
Marc is an insurance agent who may sell life insurance products. He is also an assistant high school soccer coach, a managing member of Stout Bowman & Associates, LLC (asset management and financial planning), and a managing partner of MBMS Holdings LLC.
Employment History
Current Registrations
Bowman Wealth Management Group
Innovation Partners LLCBroker
Innovation Partners LLC
Stout Bowman
Previous Registrations
Fortune Financial Services, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations7 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.