Eric Bowser
Eric Bowser is a registered investment advisor at Safe Harbor Retirement Planners, based in Abingdon, MD, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 280 clients with $93M 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 $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. Fees for fee-based annuities will be billed at a flat rate of 0.90% of the value of the contract.
Fee Estimator
Location
Abingdon, MD
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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
Eric is an insurance agent with Safe Harbor Financial Group, LLC since 2007, dedicating about a quarter of his time to insurance sales. He also works at Harford Community College, spending minimal time there since 2022.
Employment History
Current Registrations
Safe Harbor Retirement Planners
Previous Registrations
Wealthmax Advisors, LLC
State Registrations5 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.