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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
743 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$996.7M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
The firm's annual fee for continuous portfolio management ranges from 0.59% to 1.50%, negotiated based on client needs. Discounted rates are available for consolidated assets: 0.99% for over $1MM, 0.88% for over $3MM, and 0.83% for over $10MM. Fees are billed quarterly in advance. A minimum consolidation of $1,000,000 is required within the first calendar year.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
300 Crescent Court, #1776, Dallas, TX, 75201
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Mcgowan Group Asset Management, INC.
February 2018 - Present · 7 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.