Owen Gilmore is a CFA-designated registered investment advisor at Beaumont Financial Partners, based in Needham, MA, with 5 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,910 clients with $3.8B 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% |
Typical annual fee is up to 1% for diversified accounts and 0.50% for non-diversified accounts like bond ladders. Fees are negotiable.
Fee Estimator
Location
250 1st Avenue, Suite 101, Needham, MA, 02494
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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 →Employment History
Current Registrations
Beaumont Financial Partners
Previous Registrations
Ci Private Wealth
Barrett Asset Management, LLC
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.
Exams
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