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Alexander Bowers

9 Years of Experience
Portland, OR

Alexander Bowers is a registered investment advisor at Pinestar Capital Advisors LLC, based in Portland, OR, with 9 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.30%
$2.0M - $5.0M1.10%
$5M+0.90%

Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's Account, the potential for additional Account deposits, the relationship of the client with the investment adviser representative, the total amount of assets under management for the client and other unique circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Portland, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pinestar Capital Advisors LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Piper Sandler & CO.Broker
October 2015 - May 2021 · 5 yrs 7 mos
Performance Trust Capital Partners, LLCBroker
December 2014 - October 2015 · 10 mos
State Registrations1 state
OR
Advisor

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
No exam information available for this advisor.