Mark Rowen is a registered investment advisor at Rowen Capital Management, LLC, based in San Francisco, CA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $18M 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 | 1.00% |
Fees are negotiable with each client based on the size of the account to be managed and the scope and complexity of the services to be provided.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rowen Capital Management, LLC
State Registrations1 state
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