John Bowles is a CFP-designated registered investment advisor at Intervest LTD, based in Chevy Chase, MD, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 175 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For the SEI program, annual fees range between 0.25% and 1.00% based on the scope of the relationship. For third-party manager referrals, InterVest receives a portion of the fee collected by the manager (e.g., 27.5% to 35% of their fee).
Fee Estimator
Location
2 Wisconsin Circle, Suite 910, Chevy Chase, MD, 20815-7040
Get directionsHistory
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
Intervest LTD
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
More Advisors
- Richard Schoenfeld, CFPIntervest LTD
- Harold Zirkin, CFAHz Investments INC.
- Jose Sobrado, CFAMg Capital Partners, LLC
- Sergio Fuente, CFPPersonal Financial Partners
- Steven Ross, CFPRBC Capital Markets, LLC
- Daniel Kane, CFACarderock Capital Management, INC.