John Bowen is a registered investment advisor at Bowen Wealth, based in Mount Pleasant, SC, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 359 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
302 Wingo Way, Suite 203, Mount Pleasant, SC, 29464
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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 ActivitiesSells Insurance
John is the owner and insurance agent for Bowen Financial Group since 2008, selling fixed index annuities, term, and universal life insurance, dedicating about 10-20% of his time. He is also the owner of Palmetto Benefit Group since 2010, dedicating about 10-20% of his time to insurance sales, and presents financial education classes for the Society of Financial Awareness for minimal time.
Employment History
Current Registrations
Bowen Wealth
Previous Registrations
Bowen Wealth
Claraphi Advisory Network, LLC
Retirement Wealth Advisors, INC.
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.