William Bowman
William Bowman is a ChFC-designated registered investment advisor at Navy Federal Investment Services, LLC, based in Pensacola, FL, with 21 years of industry experience. William 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 7,424 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.85% |
Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.
Fee Estimator
Location
5550 Heritage Oaks Drive, Pensacola, FL, 32526
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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 Activities
William owns rental real estate property since 2019 and acts as the property manager. He approves lease contracts, repairs, and maintenance, receiving monthly compensation, but devotes minimal time to this activity.
Employment History
Current Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Previous Registrations
Navy Federal Asset Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations48 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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