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Scott Bowhay

Investor Fan
47 Years of Experience
Moraga, CA
1 Disclosure
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Scott Bowhay is a registered investment advisor at Investor Fan, based in Moraga, CA, with 47 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 887 clients with $790M in assets under management.

Investor Fan
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
887 clients
Average Client Portfolio
$888K average
Assets Under Management
$787.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary based on the agreement signed with the client, but in no case exceed 2.00% annually. Fees may be lowered or waived depending on bargaining power or level of investment sophistication.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1036 Country Club Drive, Suite 206, Moraga, CA, 94556

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1973
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott is a managing partner at Bowhay Investments LLC since March 2010, providing investment advisory services to individuals and foundations. This involves all aspects of the business and takes about half of his time.

Employment History
Current Registrations
Investor Fan
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
M. S. Howells & CO.Broker
February 2022 - December 2022 · 10 mos
Msh Capital Advisors LLC
February 2022 - December 2022 · 10 mos
Wells Fargo Advisors Financial Network, LLC
March 2010 - February 2022 · 11 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2010 - February 2022 · 11 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
August 1991 - April 2007 · 15 yrs 8 mos
Kemper Securities Group, INC.Broker
September 1990 - August 1991 · 11 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
May 1990 - September 1990 · 4 mos
Great Western Financial Securities CorporationBroker
March 1989 - May 1990 · 1 yr 2 mos
Sutro & CO. IncorporatedBroker
February 1986 - March 1989 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
June 1979 - February 1986 · 6 yrs 8 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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