Bowers Wealth Management manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. Bowers Wealth Management specializes in analyzing Fidelity Investments' mutual funds and exchange traded funds (ETFs) to create portfolios tailored to different risk levels. Bowers Wealth Management limits its investment advice to Fidelity mutual funds and ETFs.
Assets Under Management$300M
Clients170
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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 for accounts with $5 million or more.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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