Bowen Asset Management provides financial consulting services in financial planning and asset investment. They assess clients' financial status, investment goals, and risk tolerance to create suitable asset allocation plans. They may recommend unaffiliated third-party professionals like estate-planning lawyers and accountants. They manage assets on a discretionary basis.
Assets Under Management$15M
Clients30
Advisors2
Avg. per Client$490K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.65% |
Fees are negotiable. The total combined fee for advisory services will not exceed the industry standard for excessive fees, which is 3% of assets being advised on.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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