David Bowman
David Bowman is a registered investment advisor at World Equity Group, INC., based in Parrish, FL, with 25 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B 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 $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
Parrish, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2007Other Business ActivitiesSells Insurance
David is an independent insurance agent and co-owner of a tree farm. He is also involved with MaxMyBenes LLC and Citadel Financial Services LLC, both related to fixed insurance, and spends full-time hours on the latter.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Intersecurities, INC.
Intersecurities, INC.Broker
High Mark Securities, INC.
High Mark Securities, INC.Broker
Electronic Access DirectBroker
Usallianz Securities, INC.Broker
State Registrations11 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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