Bowers Wealth Management is a registered investment advisor located in Glenbrook, Nevada, that provides continuous investment management services for individual portfolios. Bowers Wealth Management specializes in analyzing mutual funds and exchange-traded funds from Fidelity Investments to construct diversified portfolios tailored to different risk levels and client goals. When working with Bowers Wealth Management, clients complete an investment questionnaire and establish a personalized investment strategy. Bowers Wealth Management manages all accounts on a discretionary basis, meaning they make trades on your behalf without needing approval for every transaction. The firm focuses on long-term growth and uses a buy-and-hold strategy centered on no-load mutual funds to minimize trading costs and taxes. Bowers Wealth Management primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $200K | 1.00% |
| $200K - $300K | 0.80% |
| $300K - $400K | 0.60% |
| $400K+ | 0.40% |
Fees may be negotiated at a lower rate for individual accounts or related groups of accounts with $5 million or more in assets.