Jared Balbach is a registered investment advisor at Bowie Capital Management, LLC, based in Richardson, TX, with 6 years of industry experience. Jared 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 10 clients with $2.8B 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 $25.0M | 0.50% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.10% |
Rates apply to the Base Asset strategy. Active Asset Equity strategy is charged an annual rate of 1%. Private funds and other accounts may have separate fee terms not exceeding 1.5% and performance allocations up to 15%.
Fee Estimator
Location
740 E. Campbell Rd., Suite 830, Richardson, TX, 75081
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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
Bowie Capital Management, LLC
State Registrations1 state
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Exams
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