Bowen, Hanes & CO INC
Assets Under Management
$4.6B
Number of Clients
114
Number of Advisors
1
Avg. Portfolio per Client
$40.5M
Avg. Managed per Advisor
$4.6B
Compensation
Fee-Only (% of Portfolio)
About This Firm
Bowen, Hanes & Company manages investment portfolios and advises on equity and fixed income securities. Their investment advice is based on meeting client objectives and guidelines. They analyze global economic trends and company-specific financial data to make investment decisions. They aim for long-term results with a high-quality approach, emphasizing sectors with growth potential and companies with strategic international business plans.
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
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Location
135 Professional Drive, Suite 103, Ponte Vedra Beach, FL, 32082