Cowan Capital Advisors specializes in managing investment portfolios for individuals, high net-worth individuals, non-profits, and small businesses. Cowan Capital Advisors builds diversified portfolios that may include equities, exchange-traded funds (ETFs), fixed income, and derivatives. Cowan Capital Advisors also offers hourly financial planning services and does not receive compensation from the sale of securities, insurance, real estate, or other products or services recommended in a financial plan.
Assets Under Management$15M
Clients6
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$15M
www.linkedin.com/company/cowan-capital-your-pla... ·www.youtube.com/@cowancapital-ov4zs ·cowancapital.us
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.13% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable at the sole discretion of Cowan Capital Advisors for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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