Virginia Bowie is a registered investment advisor at &partners, based in Glen Allen, VA, with 47 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
4860 Cox Rd, Suite 130, Glen Allen, VA, 23060
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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
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
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.