PB
PB
Peter Bower
23 Years of Experience
Jacksonville, FL
1 Disclosure
Peter Bower is a registered investment advisor at Riverplace Capital Management INC, based in Jacksonville, FL, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 165 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
165 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$267.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. The minimum annual fee is $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1301 Riverplace Blvd., Suite 2130, Jacksonville, FL, 32207
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 1994Settled
Employment History
Current Registrations
Riverplace Capital Management INC
August 2003 - Present · 23 yrs 2 mos
State Registrations1 state
FL
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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