Bennie Fowler is a registered investment advisor at The Caprock Group, LLC, based in Denver, CO, with 1 years of industry experience. Bennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 408 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisor fees are negotiable based on the requirements of the client and the complexity of services provided. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bennie is a Venture Partner at Stormbreaker, an early-stage specialist venture firm, and Wavemaker 360, a venture capital firm. He spends minimal time on each role, assisting with portfolio companies, operations, and connecting Wavemaker to potential companies.
Employment History
Current Registrations
The Caprock Group, LLC
State Registrations1 state
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