Bowen Financial Services, Llc

Bowen Financial Services, Llc

Midlothian, Virginia

Bowen Financial Services, LLC, located in Midlothian, VA, is a small investment advisory firm dedicated to providing comprehensive financial solutions. With a team of three employees, including two experienced investment advisors, they offer personalized guidance to their clients. The firm manages an average of $95,730,000 in assets per investment advisor, demonstrating their expertise and commitment to wealth management. Bowen Financial Services employs a flexible compensation structure tailored to meet their clients' needs. Their fee options include a percentage of assets under management and hourly charges, ensuring transparen...see more

Assets Under Mgmt

$122.47M

Investment Professionals

2

Locations

0

% 401K & Individual

14%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Bowen Financial Services, Llc

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