James Gowen is a CFA-designated registered investment advisor at Radnor Capital Management, LLC, based in Wayne, PA, with 1 years of industry experience. James 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 177 clients with $790M 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 | 1.00% |
Fees range from 0.20%-1.00% and are negotiable.
Fee Estimator
Location
38 West Avenue, Wayne, PA, 19087-4306
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James serves as a compensated trustee for families and one trust managed by Radnor Capital Management. He does not have discretionary powers over the assets.
Employment History
Current Registrations
Radnor Capital Management, LLC
State Registrations1 state
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