Laurence Bowers
Laurence Bowers is a registered investment advisor at Gradient Advisors, LLC, based in Fort Collins, CO, with 17 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
2627 Redwing Road, Suite 320, Fort Collins, CO, 80526
Get directionsHistory
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.
Exams
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