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How does the advisor help clients – Key Takeaways:
HARRY S. BOWER, LLC is a highly experienced financial advisory firm that provides expert financial advice to individuals and businesses. They understand that every client’s financial situation is unique and they tailor their services to meet the specific needs of each client. Here are some key takeaways on how they help their clients:
- Offering personalized financial advice based on individual needs and goals
- Providing access to a wide range of financial products and services
- Monitoring and adjusting investments to align with changing market conditions
- Offering ongoing support and guidance to help clients achieve their financial goals
Facts and Insights:
With over 20 years of experience in the financial industry, HARRY S. BOWER, LLC has established itself as a trusted and reliable source for financial advice. Their team of highly qualified advisors stays up-to-date with the latest market trends and insights, ensuring that their clients receive the best possible advice for their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
HARRY S. BOWER, LLC caters to a diverse range of clients, including:
- Individuals
- High net worth individuals
- Small business owners
- Non-profit organizations
Fees & Compensation:
HARRY S. BOWER, LLC operates on a fee-only basis, meaning they do not earn commissions from financial product sales. This ensures that their advice is always in their clients’ best interests. Fees are based on a percentage of assets under management, with a minimum annual fee of $10,000.
Background:
HARRY S. BOWER, LLC was founded in 2000 by financial expert Harry S. Bower. With a strong background in finance and a passion for helping clients achieve financial success, Mr. Bower has built a reputable and successful advisory firm that has helped countless clients reach their financial goals.
Financial Advisor Disclosures to Know:
HARRY S. BOWER, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. They are also required to disclose any potential conflicts of interest and fully disclose all fees and compensation arrangements.