Robert Mcgowan
Robert Mcgowan is a registered investment advisor at Cip Capital Management, LLC, based in Cambridge, MA, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 8 clients with $2.6M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning fees may range from $100 to $250 per hour or a flat rate of $1,000 to $5,000 depending on the level and complexity of the work provided.
Location
801 Cambridge Street, Cambridge, MA, 02141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an agent at The CIP Group / Comprehensive Insurance Providers since 2004, selling fixed insurance products, dedicating a few hours per week. He is also a registered investment advisor with CIP Capital Management LLC since 2022, spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Cip Capital Management, LLC
Davinci Capital Management INC.
Davinci Capital Management, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.