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Mitchell Bowen is a registered investment advisor representative for Fisher Investments, based in Plano, TX. Mitchell has been with Fisher Investments since June 2022, where he specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Mitchell also provides financial planning services. He has a background in finance and education, having worked for Baylor University and Founders Classical Academy. Mitchell is a graduate of Baylor University and holds a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/16/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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