Bowers Capital Management, owned by Bill Bowers, offers investment supervisory services, investment advice through consultations, and limited financial planning. Services are tailored to clients' financial goals and needs. Investment management is typically discretionary, but clients can impose restrictions. Bowers Capital Management uses fundamental, technical, and charting analysis, along with various information sources, to develop investment strategies.
Assets Under Management$17M
Clients22
Advisors1
Avg. per Client$760K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The negotiable annual fee usually ranges from 1.00% to 1.25% of assets managed, depending on the size and complexity of a client's account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...