Jeffrey Bowlby is a registered investment advisor at Dash Investments, based in Plano, TX, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 429 clients with $620M 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 | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Minimum annual fee of $12,500. Firm may negotiate certain flat annual rates with clients that can apply to all asset levels.
Fee Estimator
Location
6275 W Plano Pkwy, Suite 555, Plano, TX, 75093
Get directionsHistory
Regulatory History (1)
Financial
April 2016Other Business Activities
Jeffrey is a partner at Starsworn Entertainment LLP, where he creates, publishes, and promotes serial progression fantasy. He dedicates a few hours per week to this endeavor.
Employment History
Current Registrations
Dash Investments
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Edward Jones
Edward JonesBroker
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.