John Mcgowan is a CFP-designated registered investment advisor at Mandala Financial Advisors LLC, based in Salida, CO, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 21 clients with $25M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual fee is prorated, paid quarterly in arrears, and may be negotiable. The minimum annual fee for the Full Service Model is $10,000 and may be satisfied through a combination of AUM-based and AUA-based fees.
Fee Estimator
Location
123 G Street, Suite 103, Salida, CO, 81201
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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
Mandala Financial Advisors LLC
State Registrations2 states
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