Cow Capital Inc provides portfolio management based on individual client goals. They also offer Self-Directed Retirement Plan Services (SDRP) for individuals who want more control over their retirement investments. Additionally, Cow Capital offers Wealth Management Services, which include advice on investments and financial planning matters pertaining to investments in specific wealth management products and/or alternative assets. CCI does not offer discretionary advisory services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Cow Capital Inc offers three main services with different fee structures:
- Portfolio Management: Fees range from 1.50% per year on the first $250,000 of your portfolio down to 1.00% per year for portfolios over $1,000,001.
- Self-Directed Retirement Plan Services (SDRP): Fees range from $100 per year for portfolios up to $5,000, to 0.75% per year for portfolios over $100,001.
- Wealth Management: Fees range from 1.75% per year on the first $250,000 of your portfolio down to 0.75% per year for portfolios over $1,500,001.
Qualified clients may also pay a performance-based fee of 2.00% of assets under management along with a 25.00% performance fee based on capital appreciation.
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