Gerald Owens
Gerald Owens is a registered investment advisor at Strategic Advisers LLC, based in Perrysburg, OH, with 10 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
5101 Levis Commons Blvd, Perrysburg, OH, 43551-7146
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business Activities
Gerald owns Remarkable Rentals and Owens Network Enterprises, both real estate holding companies, since 2017. He dedicates minimal time to each, as property management teams handle day-to-day operations.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Fidelity Brokerage Services LLCBroker
State Registrations8 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.