Rowen Capital Management manages investments for individuals, primarily focusing on equity investments. They select individual stocks, mutual funds, and ETFs based on your investment style and may accommodate restrictions like socially responsible investing. They aim for long-term capital appreciation while minimizing risk, seeking to outperform the U.S. equity markets through stock and fund selection.
Assets Under Management$18M
Clients8
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each client based on the size of the account to be managed and the scope and complexity of the services to be provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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