Bowen Asset Management is an independent wealth management firm based in West Chester, Pennsylvania, providing personalized financial advice, investment management, and financial consulting for individuals, families, and businesses. Founded in 2012 by Zack and Linda Bowen, the firm focuses on building tailored investment portfolios using an agnostic platform without accepting referral fees or hidden product commissions. Bowen Asset Management assesses each client's overall financial health, risk tolerance, and long-term goals to create customized asset allocation strategies. Their services include comprehensive wealth management, retirement planning, long-term financial projections, and portfolio monitoring. When clients need specialized guidance outside the firm's core offerings—such as estate-planning legal work or tax accounting—Bowen Asset Management coordinates with trusted, unaffiliated third-party professionals without any revenue-sharing agreements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable and exceptions may be made up or down depending on the services selected.