Brent Bowen is a registered investment advisor at Bowen Financial Planning LLC, based in Holland, MI, with 11 years of industry experience. Brent 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, Investment Management, and 2 more. Their firm serves 10 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bowen Financial Planning's investment management fees are based on a sliding scale that decreases as the value of assets under management increases.
For workplace accounts (401ks, 403bs):
- 0.35% annually for the first $1,000,000
- 0.25% annually for amounts over $1,000,000
For private accounts (IRAs):
- 0.75% annually for the first $200,000
- 0.60% annually for amounts between $200,000 and $500,000
- 0.45% annually for amounts between $500,000 and $1,000,000
- 0.30% annually for amounts over $1,000,000
For private accounts while managing at least one workplace account:
- 0.45% annually for the first $1,000,000
- 0.30% annually for amounts over $1,000,000
A minimum annual fee of $150 is generally required.
Location
Holland, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bowen Financial Planning LLC
State Registrations1 state
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