Rowayton Investment Advisors, run by Duncan S. Rowland, provides investment management services. They focus on a conservative investment style, primarily using high-quality companies listed in the S&P 500 that have a history of paying dividends. They also write covered call options against their stock positions to generate income. Rowayton Investment Advisors tailors portfolios to client preferences, such as excluding specific industries or stocks.
Assets Under Management$12M
Clients1
Advisors1
Avg. per Client$12M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Incentive fee of 10% of quarterly gains is also charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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