Wealth Management and Preservation, Inc., operating as Fowler Financial Management, provides investment advice, financial and estate planning, and financial consulting. Estate planning is offered as part of the client relationship, with legal documents prepared by recommended law firms. Financial plans guide the firm and clients in defining and achieving financial goals. The firm manages approximately $30,000,000 of client assets, with most managed with discretion.
Fee Structure
Fowler Financial Management's fees are negotiated and can be based on a percentage of assets under management, a fixed fee, a percentage of net worth, or commissions from non-variable insurance products. Fees are assessed quarterly in advance and debited from client accounts. New accounts have prorated initial fees. If an account is terminated, a refund of unearned fees is provided, except if the account has not been under fee management for at least two full quarters.