Brandon Bowens is a registered investment advisor at Wealth Quarterback LLC, based in Toms River, NJ. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,038 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Quarterback's annual investment management fee ranges from 1.00% to 1.75% of the value of your investments. This includes a base fee of 1% to 1.25%, plus an additional fee for the specific investment strategy used. Clients using the Tactical Managed Strategy pay an extra 0.50%, not exceeding 1.75% total. Fees are negotiable. Cash positions are included when calculating the fee. WQL may also direct clients to third-party investment advisors, and WQL will be compensated via a fee share from those advisors.
Location
1400 Hooper Ave, Toms River, NJ, 08753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealth Quarterback LLC
State Registrations3 states
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