FC
CFA
FC
CFA
Francis Cowan
21 Years of Experience
Centerville, UT
1 Disclosure
Francis Cowan is a CFA-designated registered investment advisor at Century Funds Management INC, based in Centerville, UT, with 21 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $6.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
14 clients
Average Client Portfolio
$467K average
Assets Under Management
$6.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $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
Get directionsHistory
Regulatory History (1)
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Regulatory
February 2004Final
Employment History
Current Registrations
Century Funds Management INC
April 2004 - Present · 22 yrs
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.