Valerie Bowman is a registered investment advisor at Bowman Wealth Management, based in Smyrna, GA, with 23 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2 clients with $500K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000. Fees for institutional clients (municipalities/endowments) are different: - **First $5,000,000** — 1% - **From $5,000,001-$15,000,000** — 0.80% - **From $15,000,001-$25,000,000** — 0.60% - **From $25,000,001-$40,000,000** — 0.40% - **Over $40,000,000** — Negotiable
Fee Estimator
Location
2400 Herodian Way, Suite 220, Smyrna, GA, 30080
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Regulatory History (1)
Customer Dispute
September 2004Employment History
Current Registrations
Bowman Wealth Management
Previous Registrations
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State Registrations1 state
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.