Ashley Owens is a registered investment advisor at 11 Financial, based in Gretna, VA, with 14 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 133 clients with $37M 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 $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable. For clients using Betterment, third-party platform fees of up to 0.25% may apply separately.
Fee Estimator
Location
Gretna, VA
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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
Ashley is a Loan Officer at Neighbors Bank, dedicating about 10-20% of her time to this non-investment-related activity. She is required to disclose this potential conflict of interest and that clients may purchase insurance products from other agents.
Employment History
Current Registrations
11 Financial
Previous Registrations
11 Financial
Capfinancial Securities, LLC.Broker
Captrust
Infinex Investments, INC.
Infinex Investments, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 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.