Scott Bowhay is a registered investment advisor at Investor Fan, based in Moraga, CA, with 46 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 634 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investor FAN's investment management fees are based on the amount of your portfolio and the rate agreed upon in your advisory agreement. The fee can be flat, fixed, or based on a schedule, but will not exceed 2% annually. The fee is deducted from your account quarterly, either in advance or at the end of the quarter, as specified in your agreement.
Location
1036 Country Club Drive, Suite 206, Moraga, CA, 94556
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Regulatory History (1)
Criminal
September 1973Other Business Activities
Scott is a managing partner at Bowhay Investments LLC since March 2010, providing investment advisory services to individuals and foundations. This involves all aspects of the business and takes about half of his time.
Employment History
Current Registrations
Investor Fan
Previous Registrations
M. S. Howells & CO.Broker
Msh Capital Advisors LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Great Western Financial Securities CorporationBroker
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
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.