Bowline Financial provides financial planning, investment management, and qualified plan consulting. Financial planning involves understanding a client's financial position, goals, and risk tolerance to develop a comprehensive investment strategy. Investment management services are offered on a discretionary or non-discretionary basis, with portfolios tailored to individual client needs. Bowline Financial also offers qualified plan consulting services to employee benefit plans and their fiduciaries.
Assets Under Management$73M
Clients124
Advisors2
Avg. per Client$590K
Avg. per Advisor$36M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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