Fowler Wealth Management offers investment advisory services, managing portfolios on a discretionary basis based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities like stocks, ETFs, and mutual funds. Fowler Wealth Management tailors its services to individual client needs and does not provide portfolio management services to wrap fee programs.
Assets Under Management$11M
Clients18
Advisors1
Avg. per Client$630K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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