William Mcgowan
William Mcgowan is a registered investment advisor at White Mcgowan, based in Little Rock, AR, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.00% |
Fees are negotiable for accounts over $5,000,000. This fee schedule applies when Altruist or AFS is used. There are separate fee schedules when Symmetry is used.
Fee Estimator
Location
400 West Capitol Avenue, Suite 2891, Little Rock, AR, 72201
Get directionsHistory
Regulatory History (2)
Regulatory
March 2020Employment Separation After Allegations
June 2018Other Business ActivitiesSells Insurance
William is a physician at McGowan Family Clinic, a private medical practice, dedicating a significant amount of time to this role. He is also an independent insurance agent and a partner/owner and CFO in South Pass Construction, LLC, a residential construction company, spending minimal time on this.
Employment History
Current Registrations
White Mcgowan
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.