Virginia Bowie is a registered investment advisor at &partners, based in Glen Allen, VA, with 47 years of industry experience. Virginia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
4480 Cox Road, Suite 103, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Virginia has 100% ownership of Serve Him, LLC and Mae I. Cook Productions LLC, and 23% ownership of Harvie Wealth Management Group LLC. She also serves as an investment committee member for Chatham Hall Endowment. These activities take up more than full-time hours per month.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
State Registrations20 states
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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