William Bowe
William Bowe is a registered investment advisor at Blackrock Fund Advisors, based in Huntington Beach, CA, with 17 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 Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 528 clients with $4300B 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 | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Rates reflect general U.S. equity strategies. Fixed income strategies have separate schedules ranging from 0.10% to 0.35%. Fees may be negotiated based on relationship size and scope.
Fee Estimator
Location
Huntington Beach, CA
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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
Blackrock Investments, LLC
Blackrock Fund Advisors
Blackrock Investments, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial CorporationBroker
State Registrations53 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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