John Bowers is a registered investment advisor at Bowers Wealth Management, INC., based in Glenbrook, NV, with 18 years of industry experience. John 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 170 clients with $300M 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 $100K | 1.20% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.80% |
| $300K - $400K | 0.60% |
| $400K+ | 0.40% |
Fees may be negotiated for accounts with $5 million or more.
Fee Estimator
Location
1236 U.S. Highway 50, Suite C, Glenbrook, NV, 89413
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 →Other Business Activities
John is the President and Editor of Fidelity Monitor and Insight, an independent mutual fund newsletter service, dedicating nearly full-time hours to it. He also serves as Chief Investment Strategist for Weber Asset Management, Inc., spending minimal time on this role.
Employment History
Current Registrations
Bowers Wealth Management, INC.
State Registrations3 states
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