Bowline Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,243,160
Total clients
133
8% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
67
Average account size
$483,031
About
Bowline Financial serves individual and high-net-worth clients as well as business entities, trusts, estates, charitable organizations, and qualified retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, qualified plan consulting, and business consulting services.
The firm builds customized portfolios using a strategic asset-allocation approach and its own proprietary methodology, implementing portfolios through custom accounts or one of three model portfolios and using ETFs and domestic and foreign equities as primary instruments. Bowline uses third-party platforms — including Orion Portfolio Solutions for automated allocation features and an order-management/held-away platform for 401(k) and HSA accounts — to monitor, rebalance, and implement tax-aware strategies on behalf of clients.
What is notable relative to many peers is that Bowline offers insurance consulting and facilitates the purchase of insurance products for clients, receiving commission-based compensation for those sales and disclosing policies intended to mitigate that conflict. The firm also provides a range of qualified-plan services (including the ability to act in certain ERISA fiduciary roles), leverages subadvisory and held-away technology to manage non-custodied assets, and uses third-party referral arrangements such as SmartAsset and independent solicitors.
Client services
Fee options
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,000+: 0.65%
Commission payments of 30-50% of first year's insurance premium on insurance products
Fee-only: Financial planning fixed fees starting at $1,200 up to $25,000 (negotiated)
Main office location
Bowline Financial, LLC
20916 Mack Ave., Suite 200
Grosse Pointe Woods MI 48236, United States
Number of offices
1
Most active in
Michigan · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
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