Gerry Owen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Aiken, SC, with 8 years of industry experience. Gerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
445 Silver Bluff Rd, Aiken, SC, 29803-7858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerry is an AFA and handles accounting/finance for OWCRA, LLC, which is used to pay staff and operating expenses for the Ameriprise franchise, taking about a third of his time. He also manages real estate through 445 SB, LLC and serves on the board of directors and as an officer for Owen, dedicating a few hours per week to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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