Christopher Bowman
Christopher Bowman is a CFP-designated registered investment advisor at Lifeworks Advisors, LLC, based in Grand Rapids, MI, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
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.