Ross Bowen
Ross Bowen is a registered investment advisor at Promontory Financial Planning, LLC, based in Logan, UT, with 16 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 570 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Promontory Financial Planning manages investments on a discretionary basis, charging no more than 2% annually. The specific fee and any reductions are detailed in the Investment Advisory Services Agreement. Fees are deducted from client accounts quarterly by the custodian. There is a minimum account value of $100,000 for asset management services, but this may be waived in select situations.
Location
255 S Main Street A-155, Logan, UT, 84321
Get directionsHistory
Regulatory History (1)
Regulatory
August 2011Other Business Activities
Ross is a director at America West Heritage Center, a tax-exempt organization, spending nearly full-time on this role. He is also a board member at Bank of Commerce, dedicating a few hours per week to policy making.
Employment History
Current Registrations
Promontory Financial Planning, LLC
Previous Registrations
Foresight Wealth Management, LLC
Yellowstone Partners
Equity Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National 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.