Rowan Financial provides financial planning and investment management services. They work with clients to understand their financial priorities and design a plan to achieve their goals. Services include investment advice, retirement planning, tax planning, cash flow management, risk management (insurance), and estate planning. They also offer real estate planning, business and career coaching, employee benefits analysis, and education planning.
Assets Under Management$26M
Clients44
Advisors1
Avg. per Client$590K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10,000,000. This fee schedule applies to the 'Manage My Money Plan' for clients with over $400,000 in investable assets. Clients with less than $400,000 in investment assets pay 1% annually for investment management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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