Advisor at Investors Portfolio Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investors Portfolio Services LLC
Location
Puyallup, WA 98373
Credentials
CFP®, CFA®, Series 66
Industry experience
10 years
Thomas Bowman is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently with Investors Portfolio Services LLC and has previously worked at Fortune Financial Services, Inc. and United Planners Financial Services. Bowman serves as treasurer on the Kiwanis Club of Puyallup Foundation Board. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individual clients, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs various investment strategies, and offers educational seminars along with in-house tax return preparation.
Based on Investors Portfolio Services LLC
Based on Investors Portfolio Services LLC
Basic Financial Plan: $1,500; Advanced Planning: $2,500
$1 - $499,999.99: 1.00% per year of Managed Assets $500,000 - $749,999.99: 0.90% per year of Managed Assets $750,000 - $999,999.99: 0.80% per year of Managed Assets $1,000,000 - $2,999,999.99: 0.75% per year of Managed Assets $3,000,000+: 0.50% per year of Managed Assets
$200 to $500 per hour for financial planning and consulting services; $100 to $400 per hour for tax preparation services
Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly rates from $200 to $500; tax preparation hourly rates from $100 to $400
2832 South Meridian, Suite 201
Puyallup, WA 98373
Texas · Washington
TJB Advisory LLC
2024 - Present (2 years)
Elite Bowman Properties LLC
2022 - Present (4 years)
Fortune Financial Services, Inc.
2020 - 2024 (4 years)
Investors Portfolio Services
2017 - Present (9 years)
Kiwanis Club of Puyallup Foundation Board
2016 - Present (10 years)
United Planners Financial Services
2016 - 2020 (4 years)
Investors Portfolio Services
2016 - 2017 (1 year)
National Planning Corporation
2016 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Puyallup, WA
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Series 63, Series 65
Puyallup, WA
Pace Wealth Advisors
Series 65
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ChFC®, Series 65
Edgewood, WA
EnoughFP LLC
Series 63
Auburn, WA
J Dostal Investments
Series 63, Series 65
Tacoma, WA
Tacoma Investment Group
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