Robert Bowerman
Robert Bowerman is a CFP-designated registered investment advisor at Tlwm Financial, based in San Antonio, TX, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,208 clients with $580M 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% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Location
40 NE Loop 410, Suite 644, San Antonio, TX, 78216
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.