Bert Bowler
Bert Bowler is a CFP-designated registered investment advisor at Round Rock Advisors LLC, based in Wilton, CT, with 31 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 698 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.25% |
| $1.3M - $2.5M | 0.90% |
| $2.5M - $3.8M | 0.80% |
| $3.8M - $5.0M | 0.70% |
| $5M+ | 0.50% |
For accounts with greater than $5,000,000 market value, the first $5,000,000 is charged 0.85% annually. Fees may be negotiable. Crystal Capital Signal Service is an additional 0.75% of assets managed in the service.
Fee Estimator
Location
187 Danbury Road, Suite 201, Wilton, CT, 06897
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2016Customer Dispute
August 2007Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Bert owns B.T. Bowler, LLC, a passthrough entity for tracking risk management expenses, and is a licensed insurance agent since 2017. He dedicates minimal time to the LLC and a few hours per week to insurance sales.
Employment History
Current Registrations
Round Rock Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.