Bowman Wealth Management Group offers investment management where they make investment decisions for you, ERISA plan services for retirement plans, and financial planning to help you reach your financial goals. Financial planning includes evaluating your current and future financial state, predicting future cash flows, and developing strategies for retirement, risk management, tax reduction, and estate preservation.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.) for amounts over $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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