Bowen Wealth offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Bowen Wealth creates an Investment Policy Statement for each client. Bowen Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$73M
Clients359
Advisors1
Avg. per Client$200K
Avg. per Advisor$73M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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