Cowan Capital is an independent, fee-only investment advisory firm that serves US families.
Cowan Capital is an independent, fee-only investment advisory firm that serves US based families, offering customized investment solutions for each client. The firm has a minimum account funding requirement of $2.0 million. However, a certain discretionary flexibility may be available in individual cases if we believe we can genuinely add value to a smaller size relationship.
Cowan Capital is an independent, fee-only investment advisory firm that serves US based families, offering customized investment solutions for each client. The firm has a minimum account funding requirement of $2.0 million. However, a certain discretionary flexibility may be available in individual cases if we believe we can genuinely add value to a smaller size relationship.
We bill in arrears at the end of every month. Management fees are assessed on the average monthly AUM. All fees are deducted directly from the managed accounts at our custodian.
Financial plans are charged at $500/hour. Payments can be deducted directly from a managed account or remitted by check. The account establishment process at Cowan Capital is quick and hassle-free, with the custodian being able to establish a new account in under one minute and initiate the transfer from the current custodian within two minutes. The standard ACAT transfer process takes about 5-7 business days.
Cowan Capital claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of the CFA Institute. The CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To request a copy of Cowan Capital’s composite please contact us or click here.
