JM
CFA
JM
CFA
John Mcgowan
4 Years of Experience
Pittsford, NY
2 Disclosures
John Mcgowan is a CFA-designated registered investment advisor at Two Point Capital Management, INC., based in Pittsford, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 102 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
102 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$303.9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for managed assets in excess of $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4 S Main Street, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (2)
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Regulatory
January 2023Final
Regulatory
December 2022Final
Employment History
Current Registrations
Two Point Capital Management, INC.
September 2021 - Present · 4 yrs 8 mos
State Registrations1 state
NY
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.