Harry S. Bower LLC offers non-discretionary investment consulting services to individuals, trusts, estates, and charitable organizations. Led by Harry S. Bower, a Chartered Financial Analyst with decades of experience, the firm provides advice on portfolio construction, equity market conditions, and asset allocation. Rather than managing money directly or executing trades, Harry S. Bower LLC gives recommendations that clients can choose to follow through their own brokerage accounts. The firm emphasizes large-capitalization, publicly traded domestic and international common stocks, utilizing fundamental, cyclical, and technical analysis. Clients maintain full control over their assets and executing trades, while Harry S. Bower LLC reviews accounts monthly to ensure alignment with client objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Subject to negotiation. Fees are paid quarterly in advance at a rate of 0.0625% (25% of the annual fee).