Thomas Bowman is a CFA, CFP-designated registered investment advisor at Investors Portfolio Services LLC, based in Puyallup, WA, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 270 clients with $220M 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 $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2832 South Meridian, Suite 201, Puyallup, WA, 98373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is the treasurer of the Kiwanis Club of Puyallup Foundation board and owner of TJB Advisory LLC, a holding company. He also owns Elite Bowman Properties LLC, a rental property business.
Employment History
Current Registrations
Investors Portfolio Services LLC
Previous Registrations
Fortune Financial Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations2 states
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