Stephen Norris is a registered investment advisor at Mcgowan Group Asset Management, INC., based in Dallas, TX, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 743 clients with $1B 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 | 1.50% |
The annual advisory fee ranges from 0.59% to 1.50%. Discounted management rates are usually granted at the thresholds below: Greater than 1MM - .99% Greater than 3MM - .88% Greater than 10MM - .83% These rates and thresholds could change at any time upon the discretion of MGAM.
Fee Estimator
Location
300 Crescent Court, #1776, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcgowan Group Asset Management, INC.
State Registrations1 state
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