Thomas Bowman is a CFA, CFP-designated registered investment advisor at Investors Portfolio Services LLC, based in Puyallup, WA, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 292 clients with $240M 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 $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable based on the scope of services and complexity of the engagement.
Fee Estimator
Location
2832 South Meridian, Suite 201, Puyallup, WA, 98373
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas is the treasurer of the Kiwanis Club of Puyallup Foundation board and owner of TJB Advisory LLC, a holding company. He also owns Elite Bowman Properties LLC, a rental property business.
Employment History
Current Registrations
Investors Portfolio Services LLC
Previous Registrations
Fortune Financial Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations2 states
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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