William Bowen is a CFP-designated registered investment advisor at Persium Advisors, LLC, based in Atlanta, GA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 177 clients with $580M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
Fees are negotiable at the firm's discretion. Accounts with values between $5M and $10M may be charged a flat fee of $40,000; $10M to $20M is $60,000; $20M to $30M is $90,000; $30M to $40M is $120,000; and $40M and above are negotiated.
Fee Estimator
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Persium Advisors, LLC
State Registrations5 states
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Exams
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