McGowan & Co. offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses. They typically manage accounts on a non-discretionary basis, meaning they'll get your approval before making any trades. In limited cases, they may manage accounts with discretionary authority. McGowan recommends Schwab Advisor Services as custodian. The firm's principals also manage a CPA firm, which presents a conflict of interest.
Assets Under Management$580M
Clients238
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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