Michael Owen is a registered investment advisor at Lpg Capital Management, based in South Jordan, UT, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 311 clients with $100M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Management fees are negotiable. Friends, family, LPGCM's Investment Advisor Representatives (IARs), and certain charitable organizations may be given a discounted AUM fee, at the sole discretion of LPGCM.
Fee Estimator
Location
406 W. South Jordan Parkway, Suite 240, South Jordan, UT, 84095
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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
Michael works as a Compliance Officer for LPG Capital Management, Inc., an RIA, managing and servicing investments. This investment-related activity takes about a quarter of his time, with some hours dedicated to securities trading.
Employment History
Current Registrations
Lpg Capital Management
Previous Registrations
Transitional BrokerBroker
Ifs SecuritiesBroker
Lone Peak Capital Management, LLC
Legacy Planning Group
H. Beck, INC.Broker
Gunnallen Financial, INCBroker
Investment Management CorporationBroker
Zions Direct, INC.Broker
Cadaret, Grant & CO., INC.Broker
Fidelity Brokerage Services LLCBroker
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.