Cowan Financial Services offers personalized investment advice based on your financial situation, goals, and risk tolerance. Cowan Financial Services manages investments in stocks, bonds, exchange traded funds (ETFs), master limited partnerships and closed-end mutual funds. Cowan Financial Services may recommend option strategies. Cowan Financial Services also offers retirement plan services to small businesses.
Assets Under Management$9.6M
Clients47
Advisors1
Avg. per Client$200K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The fee may vary depending on the nature and complexity of each client's circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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