Kevin Bowler is a registered investment advisor at Mma Asset Management LLC, based in San Diego, CA, with 18 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 301 clients with $790M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable. Over $10,000,000 is customized.
Fee Estimator
Location
9171 Towne Centre Drive, Suite 100, San Diego, CA, 92122
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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 →Employment History
Current Registrations
Mma Asset Management LLC
Mma Securities LLC
Mma Securities LLCBroker
Previous Registrations
Spectrum Capital, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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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