Patrick Bowers
Patrick Bowers is a registered investment advisor at Superior Planning Wealth Management & Family Office, based in San Diego, CA, with 2 years of industry experience. Patrick 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, High Net Worth, and 3 more. Their firm serves 516 clients with $350M 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 | 2.00% |
The maximum annual fee is 2.00 percent. Specific fees are determined based on asset size, portfolio complexity, and account activity, and are negotiable at the firm's discretion.
Fee Estimator
Location
10085 Carroll Canyon Road, Suite 150, San Diego, CA, 92131
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Regulatory History (1)
Financial
October 2016Other Business ActivitiesSells Insurance
Patrick is an Investment Advisor Representative at CALPRO Network Financial Services, selling securities, life insurance, and annuities, taking about half of his time. He also works full-time as an English teacher and is a co-owner/agent at Bowers Financial Group LLC, selling health insurance, while also working as an instructor for a non-profit.
Employment History
Current Registrations
Superior Planning Wealth Management & Family Office
Previous Registrations
Planmember Securities Corporation
Brookstone Wealth Advisors, 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
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