John
Bowen
Bowen Wealth
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About this Advisor
John Bowen is a financial advisor based out of Mount Pleasant, South Carolina. Bowen is an advisor for Bowen Wealth. Their career trajectory has included roles at Retirement Wealth Advisors, Inc, Palmetto Benefit Group, Bowen Financial Group Dba Bowen Private Wealth, Society Of Financial Awareness and Bowen Wealth. Bowen has a Series 65 license, designating them as an investment advisor representative, and is able to operate in South Carolina. Bowen Wealth is an advisory business that has its headquarters in Mount Pleasant, SC. It controls $50 million in total assets between its 317 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 317 accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Bowen Wealth most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bowen Wealth Brokerage Details
$50,160,000
2
317
$158,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Bowen Work History
John has been registered as a financial advisor for 0 years.*
Bowen Wealth
Society Of Financial Awareness
Retirement Wealth Advisors, Inc
Palmetto Benefit Group
Bowen Financial Group Dba Bowen Private Wealth
*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 John Bowen 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 Bowen Wealth
Mount Pleasant, SC
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