Brendan Mcgowan is a CFP-designated registered investment advisor at Mcgowan & CO LLP, based in Bryn Mawr, PA, with 25 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 240 clients with $660M 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 | 0.90% |
Asset management fees range from 0.50% to 0.90% per annum depending on the size of the account.
Fee Estimator
Location
937 Glenbrook Ave, PO Box 1180, Bryn Mawr, PA, 19010
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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.
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Brendan is a member of McGowan & Co., LLC, a CPA firm providing financial planning services, since 2000. He dedicates about a quarter of his time to this company, preparing income taxes, estate planning, retirement planning, educational planning, and other aspects of personal financial planning.
Employment History
Current Registrations
Mcgowan & CO LLP
State Registrations1 state
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
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