Advisor at Evergreen Private Wealth
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Firm
Evergreen Private Wealth
Location
Greenwood Village, CO 80111
Credentials
CFP®, Series 66
Industry experience
12 years
Steven Bowes is a CFP® with 12 years of industry experience, currently serving as an advisor at Evergreen Private Wealth. His prior experience includes roles at Independent Financial Partners, Global Retirement Partners, LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he owns a rental property managed by a third party. Evergreen Private Wealth serves individuals, high-net-worth households, and select charitable and business clients, providing comprehensive financial planning and discretionary portfolio management. The firm constructs tailored long-term portfolios using a combination of fundamental, technical, and quantitative analysis, and offers a wrap-fee program that integrates brokerage and third-party manager costs.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.80% $20,000,001+: Negotiable
Account minimum: $2,000,000 Fee-only: Wrap fee program with one comprehensive fee; no separate transaction fees charged
7400 E Orchard Rd, Ste 2500 N
Greenwood Village, CO 80111
Arizona · Colorado · Texas · Utah
Evergreen Private Wealth LLC
2022 - Present (4 years)
Independent Financial Partners
2019 - 2023 (4 years)
IFP Securities, LLC
2019 - 2020 (1 year)
Global Retirement Partners, LLC
2016 - 2019 (3 years)
LPL Financial, llc
2016 - 2019 (3 years)
Bank Of America, N.a.
2014 - 2016 (2 years)
Merrill
2013 - 2016 (3 years)
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Other specialized services
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