Bowen Financial offers financial planning and investment management services. The firm works with clients to define financial objectives and develop strategies to reach those objectives, including retirement, estate, education, and tax planning. Bowen Financial is a fee-only firm, meaning it is compensated solely by client fees and does not receive commissions.
Assets Under Management$170M
Clients66
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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