American Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

American Advisors offers ongoing portfolio management tailored to each client's individual goals, time horizon, and risk tolerance. Services include investment strategy, asset allocation, asset selection, and regular portfolio monitoring. American Advisors generally limits its investment recommendations to mutual funds, exchange-traded funds, fixed-income securities, and equities. In addition to investment management, the firm provides financial planning—covering investment planning, life insurance, taxes, retirement, college savings, and debt management—as well as consulting services for employee benefit plans like 401(k)s. American Advisors operates as a registered investment advisor based in Langhorne, Pennsylvania, and is led by Keith McGowan.

Assets Under Management$7.2M
Clients14
Advisors1
Avg. per Client$510K
Avg. per Advisor$7.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm