John Herbert
John Herbert is a CFP-designated registered investment advisor at Bowline Financial, LLC, based in Grosse Pointe Woods, MI, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 124 clients with $73M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fee Estimator
Location
20916 Mack Ave., Suite 200, Grosse Pointe Woods, MI, 48236
Get directionsHistory
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 independently licensed to sell insurance products and receives commissions for these sales. This activity takes a few hours per week.
Employment History
Current Registrations
Bowline Financial, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.