EO
EO

Eda Owen

3 Years of Experience
Memphis, TN

Eda Owen is a registered investment advisor at Cor3 Investment Partners, LLC, based in Memphis, TN, with 3 years of industry experience. Eda 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
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
9 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$13.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable at COR3's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Memphis, TN

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eda is an LLC member with Affinity Ventures, a rental property business, spending minimal time per month. She also works as a manager at Metro Logics, a third-party logistics company, dedicating nearly full-time hours to finance, accounting, and personnel-related work.

Employment History
Current Registrations
Cor3 Investment Partners, LLC
February 2023 - Present · 3 yrs 3 mos
State Registrations3 states
GATNTX
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.
Eda Owen - Financial Advisor | TrueAdvisor