John Owen is a registered investment advisor at Cor3 Investment Partners, LLC, based in Nw Sandy Springs, GA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $13M 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% |
Fees are negotiable at COR3's discretion.
Fee Estimator
Location
Nw Sandy Springs, GA
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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
John is an LLC member of Affinity Ventures, a rental property business, since 2010. He spends minimal time on this activity.
Employment History
Current Registrations
Cor3 Investment Partners, LLC
Previous Registrations
Alps Distributors, INC.Broker
Kansas City Brokerage. INCBroker
Demarche Associates INC
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.