Gregory Fowler is a CFP-designated registered investment advisor at Integrated Capital Planning LLC, based in Bend, OR, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $30M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Location
550 SW Industrial Way, Suite 201, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the principal owner of Fowler and Co., Inc., where he offers tax and accounting services, taking up approximately 80% of his time. He is also a consultant with The Mountain Group, LLC, providing services such as financial modeling, project management, and forensic accounting.
Employment History
Current Registrations
Integrated Capital Planning LLC
State Registrations1 state
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