McDowell Associates Investments, LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,000,000
Total clients
152
8% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
51
Average account size
$151,316
About
McDowell Associates Investments, LP provides investment supervisory services and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Like many small supported advisers, it generally charges percentage-of-AUM fees and manages individualized portfolios guided by written Investment Policy Statements.
The firm describes a long-term trading approach informed by charting, fundamental, technical, and cyclical analysis, and it offers both discretionary and non-discretionary arrangements. It also functions as a subadviser to other advisers and provides portfolio management for pooled vehicles, with client accounts reviewed at least annually by the firm’s lead reviewer.
What is noteworthy is the firm’s outside-industry affiliations: principals hold ownership interests in an ETF manager (and act as portfolio managers for a publicly traded ETF) and have ties to a private metals fund manager/GP, and one principal is a licensed insurance agent—relationships the brochure discloses as potential conflicts of interest. The firm also notes it may receive fee-sharing or subadviser compensation when recommending third-party managers and that it will reduce its management fee pro rata for clients invested in the affiliated ETF, arrangements that are less common among peers.
Client services
Expertise
Fee options
Financial planning fees are based on fixed fees as documented in Exhibit II of the Financial Planning Agreement
$0 - $1,000,000: No greater than 1.5% $1,000,000+: Negotiable
Fee-only: Annual fees based on assets under management; fees are negotiable; additional 0.25% annual platform fee for proprietary active investment models
Main office location
McDowell Associates Investments, LP
327 W. Pittsburgh Street
Greensburg PA 15601, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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