How does the advisor help clients – Key Takeaways:
BOWEN ASSET MANAGEMENT LLC provides financial advisory services to clients, helping them achieve their financial goals and secure their financial future. The firm offers personalized investment management, financial planning, and retirement planning services to individuals, families, and businesses.
Some key takeaways about BOWEN ASSET MANAGEMENT LLC’s services include:
- Personalized investment management tailored to each client’s unique financial goals and risk tolerance
- Comprehensive financial planning to help clients achieve their long-term financial objectives
- Expertise in retirement planning, including strategies for maximizing retirement income and protecting assets
- Customized solutions for businesses, such as employee benefit plans and executive compensation
With a team of experienced financial advisors, BOWEN ASSET MANAGEMENT LLC is committed to providing top-notch financial services to its clients.
Facts and Insights
BOWEN ASSET MANAGEMENT LLC has been in business for over 20 years and has a strong track record of helping clients achieve their financial goals. The firm’s team of advisors has expertise in various areas of finance, including investment management, retirement planning, and tax planning.
The firm also stays up to date on market trends and changes in the financial landscape, providing valuable insights to clients and helping them make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
BOWEN ASSET MANAGEMENT LLC has over $500 million in assets under management, making it a reputable and established firm in the financial industry. The firm also has a team of 10 experienced financial advisors, each with a diverse background in the financial industry.
With over 20 years of experience, BOWEN ASSET MANAGEMENT LLC has a deep understanding of the market and a proven track record of successfully managing clients’ investments.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 20 years |
Financial Services Offered
BOWEN ASSET MANAGEMENT LLC offers a wide range of financial services to its clients, including:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Employee Benefit Plans
- Executive Compensation
The firm’s financial advisors work closely with clients to design personalized strategies that align with their financial goals and best suit their unique needs and risk tolerance.
Client Types
BOWEN ASSET MANAGEMENT LLC serves a diverse client base, which includes individuals, families, and businesses. The firm’s advisors work with clients at various stages of their lives, from young professionals just starting their careers to retirees seeking to preserve their assets and secure a comfortable retirement.
The firm also serves businesses, providing tailored strategies and solutions to help them manage their finances and achieve their business goals.
Fees & Compensation
BOWEN ASSET MANAGEMENT LLC charges a percentage of assets under management as compensation for its services. This aligns the firm’s interests with those of its clients, as the more the investments grow, the more the firm earns.
The firm’s fee structure is transparent and based on each client’s specific needs, ensuring that they only pay for the services they require. BOWEN ASSET MANAGEMENT LLC does not receive any commissions or kickbacks for recommending specific investment products, allowing the firm to provide unbiased and objective advice to its clients.
Background
BOWEN ASSET MANAGEMENT LLC was founded in 1998 by its current CEO, John Bowen. With over 30 years of experience in the financial industry, John saw a need for a firm that puts clients’ interests first and provides personalized financial services to