Charles
Bowers
Insight Folios
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About this Advisor
Charles Bowers is a financial advisor based in Charlotte, North Carolina, working with Insight Folios. Charles has previously held positions at Bts Asset Management, Jack Keeter & Associates, Inc Dba Durso Capital M, Insight Folios, and Durso Capital Management. Charles has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and South Carolina. Currently, Charles is part of Insight Folios, which operates out of Charlotte, North Carolina. The firm has 10 offices and 15 employees. The firm manages assets totaling $279.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Insight Folios includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$278,962,240
15
1,810
$154,123
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
Insight Folios
Insight Folios
Durso Capital Management
Jack Keeter & Associates, Inc Dba Durso Capital M
Bts Asset Management
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
Chattanooga, TN
Bozeman, MT
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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