Brian Mcgowan is a registered investment advisor at Mcgowan & CO LLP, based in Bryn Mawr, PA, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 238 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Asset Management fees range from 0.50% to 0.90% per annum depending on the size of the account. The specific fee is not specified.
Fee Estimator
Location
937 Glenbrook Ave., PO Box 1180, Bryn Mawr, PA, 19010
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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 Activities
Brian is a member of McGowan & Co., LLC, a CPA firm providing financial planning services since 2000. He dedicates about half of his time to this company, including preparing income taxes, estate planning, retirement planning, and educational planning.
Employment History
Current Registrations
Mcgowan & CO LLP
State Registrations1 state
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