BO
CFP
BO
CFP
Bradley Owens
21 Years of Experience
Indianapolis, IN
1 DisclosureMay Earn CommissionSells Insurance
Bradley Owens is a CFP-designated registered investment advisor at Lji Wealth Management, LLC, based in Indianapolis, IN, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,613 clients with $1.1B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,613 clients
Average Client Portfolio
$664K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum fee is 1.4%, which is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6569 Carrollton Avenue, Indianapolis, IN, 46220
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2001Denied
Other Business ActivitiesSells Insurance
Bradley is licensed to sell life and health insurance.
Employment History
Current Registrations
Lji Wealth Management, LLC
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Schwab Private Client Investment Advisory, INC.
January 2012 - February 2012 · 1 mo
Charles Schwab & CO., INC.
October 2009 - December 2011 · 2 yrs 2 mos
Lji Wealth Management, LLC
November 2008 - September 2009 · 10 mos
Obs Financial Services, INC.
July 2007 - January 2009 · 1 yr 6 mos
Chase Investment Services CORP.
July 2005 - December 2005 · 5 mos
Banc One Securities Corporation
March 2003 - July 2005 · 2 yrs 4 mos
Cuso Financial Services, L.P.
November 2002 - February 2003 · 3 mos
State Registrations2 states
INTX
Advisor
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
No exam information available for this advisor.