James Cowan is a registered investment advisor at Cowan Capital, based in Foster City, CA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.13% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable at the sole discretion of Cowan Capital Advisors for amounts over $10,000,000.
Fee Estimator
Location
Foster City, CA
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Regulatory History
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
Cowan Capital
Previous Registrations
Fisher Investments
Morgan Stanley
Columbia Management Advisors, INC.
Stein Roe & Farnham Incorporated
State Registrations1 state
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