Owen Blank is a registered investment advisor at Safewater Investment Management LLC, based in Atlanta, GA, with 10 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 79 clients with $27M 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 $100K | 1.75% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
300 Peachtree St NE Ste Cs2, Pmb 1080, Atlanta, GA, 30308
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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
Owen is an employee at Sujac Sewing, a manufacturing company, and a sole proprietor/owner of Snacks Music, LLC, an art/culture business. He spends minimal time on each of these activities outside of business hours.
Employment History
Current Registrations
Safewater Investment Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Country Capital Management CompanyBroker
State Registrations1 state
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