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Francis Cowan

Century Funds Management INC
22 Years of Experience
Centerville, UT
1 Disclosure
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Francis Cowan is a CFA-designated registered investment advisor at Century Funds Management INC, based in Centerville, UT, with 22 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $7.8M in assets under management.

Century Funds Management INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
19 clients
Average Client Portfolio
$410K average
Assets Under Management
$7.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.75%
$2M+0.50%

Fees for non-discretionary portfolios are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Centerville, UT

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History

Regulatory History (1)
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Regulatory
February 2004
Final
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Employment History
Current Registrations
Century Funds Management INC
April 2004 - Present · 22 yrs 6 mos
State Registrations1 state
UT
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.
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