Austin Taylor is a CFA-designated registered investment advisor at Bow Stream Investments LLC, based in Whitefish, MT, with 7 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $10M 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 | 2.00% |
For certain qualified clients, Bow Stream charges an annual performance fee equal to 20% based on the capital appreciation in the client’s account(s). Any particular client account may have an asset-based fee arrangement, a performance-based fee arrangement, neither, or both.
Fee Estimator
Location
Whitefish, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bow Stream Investments LLC
State Registrations3 states
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