Margaret Bowen is a CFP-designated registered investment advisor at Fee-Only Financial Planning, L.C., based in Alpharetta, GA, with 6 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 141 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fee-Only Financial Planning, LC's annual fee for investment management is based on a percentage of the market value of the assets under management and a percentage of the client's gross income upon engagement (generally 1.5%). After the first full year, fees are reduced to between a negotiable amount and 1.00% of the value of your portfolio. The firm may also enter into an annual fixed fee arrangement. The annual fee is prorated and paid quarterly, in advance. There may be a minimum annual fee.
Contact
Margaret Bowen
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fee-Only Financial Planning, L.C.
State Registrations3 states
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