Renita Owens
Renita Owens is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Greenville, SC, with 39 years of industry experience. Renita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B 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 | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
301 Augusta Street, Ste 100, Greenville, SC, 29601
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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.
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Renita is a trustee for the Celia W. Clark Revocable Trust, a managing member of Running Deer, LLC (real estate), and Woodstone Wealth Management, LLC (investment activities, financial consultations, estate planning and limited income tax preparation). She also works as an organist and choir master at St Mark United Methodist Church.