Andrew Bowman
Andrew Bowman is a registered investment advisor at Dougherty & Associates Financial Advisors, INC., based in Buffalo, MN, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,069 clients with $380M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
103 Marty Drive, Suite 101, Buffalo, MN, 55313
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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
Andrew works as an employee at Dougherty and Associates Financial Advisors, Inc. as an Outside Registered Investment Advisor/Outside IAR, dedicating full-time hours to this role.
Employment History
Current Registrations
Dougherty & Associates Financial Advisors, INC.
Independent Financial Group, LLCBroker
State Registrations1 state
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.