Laurence Bowers
Laurence Bowers is a registered investment advisor at Gradient Advisors, LLC, based in Fort Collins, CO, with 16 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
2627 Redwing Road, Suite 320, Fort Collins, CO, 80526
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Regulatory History (1)
Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Laurence owns Legacy Financial Resources, LLC, offering financial services including asset management, annuities, and life insurance, since 2013. He also owns Legacy Tax Services, LLC, providing tax preparation services, since 2005.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
American Investment Services
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.