Duncan Bowie
Duncan Bowie is a CFP-designated registered investment advisor at Phillips Financial, based in Fort Wayne, IN, with 4 years of industry experience. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 991 clients with $2.6B 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 | 1.25% |
Annual fees generally range from 0.40% to 1.25% tiered based on assets under management. Subject to a minimum fee of $500 per quarter. Fees are negotiable based on anticipated future additional assets, dollar amount, related accounts, and other criteria.
Fee Estimator
Location
6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804
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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 →Employment History
Current Registrations
Phillips Financial
Previous Registrations
Cx Institutional, LLC
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.
Exams
More Advisors
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- Ben Langel, CFPPhillips Financial