Keith Thomas McGowan
KM
Keith Thomas McGowan
KM

Keith Mcgowan

9 Years of Experience
Langhorne, PA

Keith Mcgowan is a registered investment advisor at American Advisors LLC, based in Langhorne, PA, with 9 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 14 clients with $7.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$514K average
Assets Under Management
$7.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Keith Thomas McGowan
KM
Keith Mcgowan

Location

Langhorne, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Keith manages a family partnership through McGowan Enterprises. This activity is not investment-related.

Employment History
Current Registrations
American Advisors LLC
August 2016 - Present · 9 yrs 8 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

We are a comprehensive finanncial planning firm and an investment manager. We are designed in a manner that allows us to provide state of the art investment services and also provide finanical advice to those that normally overlooked by the advice industry. We have various affiliations including the CFP® Board, XY Planning Network, Financial Planning Association, and National Association of Personal Financial Advisors.

Keith Thomas McGowan
KM
Contact
Keith Mcgowan