Robert Bowerman
Robert Bowerman is a CFP-designated registered investment advisor at Tlwm Financial, based in Madawaska, ME, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,262 clients with $610M 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 | 2.25% |
Annual percentage fee is negotiable, determined on a case-by-case basis, and capped at 2.25%.
Fee Estimator
Location
309 St. Thomas St., Suite 102, Madawaska, ME, 04756
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Robert is an Investment Advisor Representative and agent at TLWM, LLC dba Texas Legacy Wealth Management since 2016, dedicating full-time hours to securities trading. He also operates under the DBAs TLWM Financial and Texas Legacy Wealth, with TLWM, LLC functioning as an RIA and insurance agency.
Employment History
Current Registrations
Tlwm Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.