Bryson Bowers
Bryson Bowers is a registered investment advisor at LPL Financial LLC, based in Chadds Ford, PA, with 22 years of industry experience. Bryson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
610 Chadds Ford Dr, Marshalton Bldg Ste 24-25, Chadds Ford, PA, 19317
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business Activities
Bryson owns and manages multiple real estate rental properties, dedicating minimal time to each. He also operates Momentum Wealth Partners as a DBA for his LPL business, which takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations16 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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