Owen King is a registered investment advisor at Stonehurst Management, LLC, based in New York, NY, with 6 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 31 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated. Reduced fees may be offered to not-for-profit organizations, family members, and in other special circumstances.
Fee Estimator
Location
845 Third Avenue, Suite 1700, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stonehurst Management, LLC
Previous Registrations
Stonehurst Management, LLC
Stonehurst Management, LLC
State Registrations2 states
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