Fermon Owens
Fermon Owens is a registered investment advisor at LPL Enterprise, LLC, based in Indianapolis, IN, with 35 years of industry experience. Fermon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
7962 Oaklandon Rd, Suite 111, Indianapolis, IN, 46236
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2021Customer Dispute
December 2019Customer Dispute
July 2008Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities, INCBroker
Metropolitan Life Insurance CompanyBroker
State Registrations12 states
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.
Exams
More Advisors
- John JoyLPL Enterprise, LLC
- Jeremy SassanellaLPL Enterprise, LLC
- Michael Bullick, ChFCLPL Enterprise, LLC
- Mickealin CassellLPL Enterprise, LLC
- John Obrien, ChFCLPL Enterprise, LLC
- Jonathan OwensLPL Enterprise, LLC