Bowman Wealth Management offers customized investment solutions and financial planning services. Investment strategies are long-term focused, using mutual funds, exchange-traded funds, individual stocks, and bonds. Financial planning includes comprehensive, basic, and consultative reviews covering various financial areas. Bowman may refer clients to other specialists and may use independent managers for investment portfolios.
Assets Under Management$500K
Clients2
Advisors1
Avg. per Client$250K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000. Fees for institutional clients (municipalities/endowments) are different: - **First $5,000,000** — 1% - **From $5,000,001-$15,000,000** — 0.80% - **From $15,000,001-$25,000,000** — 0.60% - **From $25,000,001-$40,000,000** — 0.40% - **Over $40,000,000** — Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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