James Bowman is a CFP-designated registered investment advisor at Wave Wealth Planning, LLC, based in Nashville, TN, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 5 more. Their firm serves 56 clients with $17M 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 $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Contact
James Bowman
Location
Nashville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is an Investment Adviser Representative at Wave Wealth Planning, LLC since January 2021, providing investment advice and financial planning. This requires nearly full-time commitment, with approximately 150 hours per month during trading hours.
Employment History
Current Registrations
Wave Wealth Planning, LLC
Previous Registrations
Origin Financial
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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