Charles
Bowers
Insight Folios
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About this Advisor
Charles Bowers is a financial advisor based in Charlotte, North Carolina, with 8 years of relevant experience. Bowers works at Insight Folios. The advisor has gained experience at Family Legacy Wealth Management, LLC, Family Legacy Group, Inc, Bts Asset Management, Jack Keeter & Associates, Inc Dba Durso Capital M, Insight Folios and Durso Capital Management. Bowers maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in North Carolina and South Carolina. Insight Folios is a registered investment company operating out of Charlotte, NC. The company has offices in 10 locations and a total of 14 financial advisors. It manages $259 million in assets across its 1,490 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,490 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on which services are provided. However, fee types charged by Insight Folios can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$258,771,507
14
1,490
$173,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Bowers Work History
Charles has been registered as a financial advisor for 8 years.*
Insight Folios
Insight Folios
Durso Capital Management
Jack Keeter & Associates, Inc Dba Durso Capital M
Bts Asset Management
Family Legacy Wealth Management, LLC
Family Legacy Group, Inc
*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 Insight Folios
Charlotte, NC
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Charlotte, NC
Bozeman, MT
Bedford, NH
Charlotte, NC
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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