Peter Bower

22 Years of Experience

1 Disclosure

Peter Bower is a registered investment advisor at Riverplace Capital Management INC, based in Jacksonville, FL, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 159 clients with $240M in assets under management.

Riverplace Capital Management INC

Compensation

Fee-Only (% of Portfolio)

Firm Size

5 advisors

Number of Clients

159 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$236.3M

Fee Structure

Minimum Investment:$100K

Investment management only (planning not offered)

Minimum Annual Fee:$1,250

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $2.0M	1.25%
$2M+	1.00%

Minimum annual fee of $1,250. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

1301 Riverplace Blvd., Suite 2130, Jacksonville, FL, 32207

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 1994

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Riverplace Capital Management INC

August 2003 - Present · 22 yrs 8 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.