Jeffrey Bowen is a registered investment advisor at Trubee Wealth Advisors, INC., based in Buffalo, NY, with 49 years of industry experience. Jeffrey 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 686 clients with $720M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Location
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY, 14225
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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
Trubee Wealth Advisors, INC.
Trubee Wealth Advisors, INC.Broker
Previous Registrations
Shearson Lehman/american Express INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Advest, INC.Broker
State Registrations16 states
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