TrueAdvisor
TrueAdvisor
CB
CB

Christine Bowe

Empirical Wealth Management
4 Years of Experience
Irvine, CA
Sells Insurance
View SEC Summary
View SEC Summary

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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,400 clients with $8.4B in assets under management.

Empirical Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
2,400 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2955 Main Street, Suite 208, Irvine, CA, 92614

Get directions

History

Regulatory History
Clean regulatory record

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
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Transamerica Financial Advisors, INC.
September 2014 - September 2016 · 2 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Irvine, CA →All financial advisors in California →