Karsten Dornseif is a CFP-designated registered investment advisor at Bowers Wealth Management, INC., based in Penryn, CA, with 17 years of industry experience. Karsten 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
Penryn, 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
Bowers Wealth Management, INC.
State Registrations2 states
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