Bowen Wealth
Mount Pleasant, South Carolina
5.0
1 Review
Bowen Wealth is a reputable investment advisory firm based out of Mount Pleasant, SC. With a team of two dedicated professionals, they offer personalized financial solutions to help their clients achieve their long-term goals. One of their employees specializes in providing comprehensive investment advisory services, ensuring that clients receive expert guidance and support. Bowen Wealth manages an average of approximately $64,210,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is flexible and includes various types such as a percentage of assets under ma...
See more
Loading...

Assets Under Mgmt

$50.16M

Investment Professionals

1

Locations

0

% 401K & Individual

78%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.