Charles
Bowers

Mcdermott Investment Advisors, LLC

CRD#27270
Investment Advisor
in Palm Coast, FL

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About this Advisor

Charles Bowers is a financial advisor operating out of Palm Coast, Florida with a total of 15 years of industry experience. Bowers works at Mcdermott Investment Advisors, LLC. Throughout their career, Bowers has worked at Mcdermott Investment Advisors, LLC and Mcdermott Investment Services, LLC. Bowers holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in Florida and Pennsylvania. Mcdermott Investment Advisors, LLC is a company operating out of Naples, FL. The company has offices in six locations and a total of 16 financial advisors. It oversees $223 million in assets among its 675 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 675 accounts, 66% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. However, fee types billed by Mcdermott Investment Advisors, LLC can consist of any combination of asset-based, hourly, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Commissions, Others

Office Location

Palm Coast, FL

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Mcdermott Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$222,771,227

FL Average: $1,855,561,029
Total Number of Employees

16

FL Average: 62
Total Number of Accounts

675

FL Average: 2,474
Average Account Size

$330,031

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Bowers Work History

Charles has been registered as a financial advisor for 15 years.*

2010 - Present (14 years)

Mcdermott Investment Services, LLC

2008 - Present (16 years)

Mcdermott Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Bowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcdermott Investment Advisors, LLC

Daniel Nemeth
Bethlehem, PA
Robert Bosch
Naples, FL
Adam Bryan
Los Angeles, CA
George Kurtz
Bethlehem, PA
Troy Thomas
Naples, FL
Robert Horning
Los Angeles, CA
Mark Baran
Naples, FL
Charles Bowers
Palm Coast, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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