Eva Bowen is a registered investment advisor at Compak Asset Management, based in Newport Beach, CA, with 22 years of industry experience. Eva is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,751 clients with $1.5B 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 $500K | 0.50% |
| $500K - $1.0M | 0.38% |
| $1.0M - $2.5M | 0.25% |
| $2.5M - $5.0M | 0.19% |
| $5M+ | 0.15% |
Fees are negotiable at the firm's discretion. Clients in the Fidelity Wealth Advisor Solutions program pay a quarterly rate of 0.25% on assets below $2,500,000. An account maintenance fee of $45 per quarter also applies to accounts valued over $10,000.
Fee Estimator
Location
1801 Dove St, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Compak Asset Management
Compak Securities, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations4 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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