How does the advisor help clients – Key Takeaways:
MCGOWAN GROUP ASSET MANAGEMENT, INC. is a renowned financial firm that is dedicated to providing top-notch asset management services to its clients. With years of experience and expertise in the financial industry, their team of professionals helps clients achieve their financial goals and secure their financial future.
Their comprehensive approach to financial planning and management focuses on understanding the client’s goals, risk tolerance, and financial situation to develop personalized strategies that meet their unique needs. By providing personalized, high-quality services, MCGOWAN GROUP ASSET MANAGEMENT, INC. has established itself as a trusted and reliable partner for individuals, families, and businesses seeking financial stability and growth.
Facts and Insights
Below are some key facts and insights about MCGOWAN GROUP ASSET MANAGEMENT, INC.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 25+ years |
MCGOWAN GROUP ASSET MANAGEMENT, INC. is proud to have a portfolio of over 500 million dollars in assets under management. This not only reflects the trust and confidence their clients have in their services but also their ability to consistently deliver positive results. With a team of 10+ experienced advisors, MCGOWAN GROUP ASSET MANAGEMENT, INC. is well-equipped to cater to a diverse range of financial needs. Having been in the business for over 25 years, they have a proven track record of success and a strong reputation in the industry.
Financial Services Offered
MCGOWAN GROUP ASSET MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. Some of their key services include:
- Portfolio management
- Retirement planning
- Education planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
Client Types
MCGOWAN GROUP ASSET MANAGEMENT, INC. caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Regardless of the client type, MCGOWAN GROUP ASSET MANAGEMENT, INC. is committed to providing tailored solutions and personalized services to address their specific financial needs and goals.
Fees & Compensation
MCGOWAN GROUP ASSET MANAGEMENT, INC. prides itself on its transparent fee structure and fair compensation policies. They are a fee-based firm, which means they charge a percentage of the client’s assets under management as their fee. This ensures that their interests are aligned with the clients’ and they are motivated to help clients grow their wealth.
Background
MCGOWAN GROUP ASSET MANAGEMENT, INC. was founded in 1995 by John McGowan, who has over 30 years of experience in the financial industry. With a team of experienced and dedicated professionals, the firm has grown into a leading financial advisory firm, helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCGOWAN GROUP ASSET MANAGEMENT, INC. is required to disclose any potential conflicts of interest to its clients. Some of these disclosures include:
- The firm may receive compensation from third-party providers for recommending their products or services to clients.
- The firm may have relationships with certain brokers or custodians, which could influence their recommendations.
- The firm or its advisors may have personal or financial interests in the investments recommended to clients.
MCGOWAN GROUP ASSET MANAGEMENT, INC. takes these disclosures seriously and remains committed to providing unbiased and objective advice to its clients.