Michael Owens
Michael Owens is a registered investment advisor at Carolina Financial Services Group, INC., based in Greenville, NC, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 125 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for an Equities Portfolio. Fixed Income Portfolio is 0.50% annually. Equities and Fixed Income Portfolio is 0.75% annually. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
905-B Conference Drive, Greenville, NC, 27858
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2014Other Business ActivitiesSells Insurance
Michael is an insurance agent with Carolina Financial Services Group since 2007, dedicating about 10% of his time to this role. He is also the owner of Carolina Financial Services Group, an investment advisory firm, and devotes significantly more time (200 hours per week) to that business.
Employment History
Current Registrations
Carolina Financial Services Group, INC.
Previous Registrations
Royal Alliance Associates, INC.
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.