Geoffrey Owen is a CFP-designated registered investment advisor at Front Porch Financial Advisory, based in Charlotte, NC, with 23 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 132 clients with $180M 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 $500K | 1.25% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Fees are negotiable and flat (not graduated).
Fee Estimator
Location
211 East Blvd., Charlotte, NC, 28203
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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 →Other Business Activities
Geoffrey is an independent licensed insurance agent, though he does not sell insurance. He also owns three single condo rental units, dedicating minimal time to their lease, repairs, and maintenance.
Employment History
Current Registrations
Front Porch Financial Advisory
Previous Registrations
B&d Capital Partners, LLCBroker
Greerwalker Wealth LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wachovia Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
Grant Street Securities, INC.Broker
Dreyfus Investment Services CorporationBroker
Parker/hunter IncorporatedBroker
Copeland Equities, INC.Broker
Advest, INC.Broker
State Registrations3 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.