Bowen Wealth

Bowen Wealth LLC is a financial advisory firm established in June 2021 by John Brandon Bowen in South Carolina. The firm specializes in offering ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, risk assessment, and regular portfolio monitoring. Bowen Wealth requires discretionary authority from clients to select securities and execute transactions without prior permission. The firm operates as a fiduciary, making investment decisions in the best interest of clients. Investment strategies include long-term trading, utilizing methods such as charting analysis, fundamental analysis, quantitative analysis, and technical analysis. Bowen Wealth limits its advice to various investment types, including mutual funds, fixed-income securities, real estate funds, equities, private equity funds, and more. Clients have the option to impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management totaling $73,368,678 as of December 31, 2024. Fees are based on an average daily balance and are negotiable, with quarterly payments withdrawn directly from client accounts. Bowen Wealth does not accept performance-based fees and primarily serves individuals and high-net-worth individuals with no minimum account size requirement. The firm provides discretionary investment advisory services, conducts periodic account reviews, and does not accept voting authority for client securities. Clients receive monthly reports detailing account information, and the firm does not receive economic benefits for advice rendered to clients from third parties. Bowen Wealth maintains a written Code of Ethics and does not engage in trading that operates to the client's disadvantage.