Bowman
Thayer
Modera Wealth Management, LLC
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About this Advisor
Bowman Thayer is a financial advisor based in Boston, Massachusetts, working with Modera Wealth Management, LLC. Bowman has previously held positions at Modera Wealth Management, LLC, Stonehill College, Morgan & Morgan Pc, Belmont Condominium, Arnone Elementary School, The Lanes Bowl & Bistro, Vetorino's Landscaping, South Burlington High School, and Hannafords Supermarket. Bowman has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Bowman is part of Modera Wealth Management, LLC, which operates out of Boston, Massachusetts. The firm has 20 offices and 200 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modera Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$12,532,443,204
200
18,992
$659,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bowman Thayer Work History
Modera Wealth Management, LLC
Morgan & Morgan Pc
Belmont Condominium
Arnone Elementary School
The Lanes Bowl & Bistro
Stonehill College
Vetorino'S Landscaping
Hannafords Supermarket
South Burlington High School
Disclosures
Please visit the SEC profile of Bowman Thayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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