BOWERS CAPITAL MANAGEMENT: Providing Financial Expertise for Clients
Facts and Insights
BOWERS CAPITAL MANAGEMENT is a privately-owned financial advisory firm that has been in business since 1998. With a team of experienced advisors, they provide a range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offering personalized financial advice tailored to individual client needs
- Providing a variety of financial services to help clients achieve their financial goals
- Utilizing a team of experienced advisors with specialized knowledge in various financial areas
- Managing assets for both individuals and institutions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 22 years |
Financial Services Offered
BOWERS CAPITAL MANAGEMENT offers a variety of financial services to cater to the needs of their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
The firm caters to both individuals and institutions. Their clients range from high net worth individuals to small businesses and non-profit organizations.
Fees & Compensation
BOWERS CAPITAL MANAGEMENT charges fees based on a percentage of assets under management. The exact fee structure is disclosed to clients during the initial consultation.
Background
BOWERS CAPITAL MANAGEMENT was founded in 1998 by John Bowers, a seasoned financial advisor with over 30 years of experience in the industry. His vision was to provide top-notch financial services to clients and help them achieve their long-term financial goals. The firm has since grown to become a reputable and trusted name in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOWERS CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest to clients. They have a fiduciary duty to act in the best interests of their clients at all times and must disclose any fees, commissions, or incentives they may receive for recommending certain investments or products.