Owen Stratton
Owen Stratton is a registered investment advisor at Overland Park Wealth Management LLC, based in Overland Park, KS, with 28 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 104 clients with $96M 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 $250K | 0.75% |
| $250K+ | 0.50% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Location
7300 W. 110th Street, Suite 700, Overland Park, KS, 66210
Get directionsHistory
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 →Other Business Activities
Owen serves as a trustee for the Kansas Public Employees Retirement System since 2019. This involves attending 14 meetings per month, each lasting 6 hours, for a total of nearly full-time commitment to board duties.
Employment History
Current Registrations
Overland Park Wealth Management LLC
Previous Registrations
Concert Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 states
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