Christopher Bowman
Christopher Bowman is a CFP-designated registered investment advisor at Lifeworks Advisors, LLC, based in Grand Rapids, MI, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
4095 Park East Ct., Ste. C, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other Business ActivitiesSells Insurance
Christopher co-owns a vacation rental property and is an independent insurance agent offering life insurance, each taking minimal time. He is also the treasurer for the Douglas Elementary Parent Teacher Organization, also taking minimal time.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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