CB
CB
Christopher Bowen
20 Years of Experience
Austin, TX
1 DisclosureBroker
Christopher Bowen is a registered investment advisor at Charles Schwab & CO., INC., based in Austin, TX, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11800 Schwab Way, Austin, TX, 78758
Get directionsHistory
Regulatory History (1)
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Financial
October 2018Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2015 - Present · 11 yrs 1 mo
Charles Schwab & CO., INC.Broker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Advised Assets Group, LLC
August 2010 - October 2011 · 1 yr 2 mos
Gwfs Equities, INC.Broker
March 2005 - March 2010 · 5 yrs
Cuso Financial Services, L.P.
April 2004 - November 2004 · 7 mos
Cuso Financial Services, L.P.Broker
April 2004 - November 2004 · 7 mos
H&r Block Financial Advisors, INC.
January 2004 - April 2004 · 3 mos
H&r Block Financial Advisors, INC.Broker
January 2004 - April 2004 · 3 mos
Cuso Financial Services, L.P.
October 2003 - December 2003 · 2 mos
Cuso Financial Services, L.P.Broker
February 2002 - December 2003 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
June 2001 - April 2002 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
June 2001 - January 2002 · 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.