Christine Bowe is a registered investment advisor at Empirical Wealth Management, based in Irvine, CA, with 4 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.
Location
2955 Main Street, Suite 208, Irvine, CA, 92614
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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 ActivitiesSells Insurance
Christine is a managing broker at Empirical Real Estate Services since 2023, reviewing client real estate holdings and managing property listings, dedicating nearly full-time hours to this. She also helps clients buy and sell real estate properties and is an independent contractor for World Financial Group providing life insurance to clients, dedicating minimal time to each.
Employment History
Current Registrations
Empirical Wealth Management
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
World Group Securities, 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.