David Owen is a registered investment advisor at Shipwright Advisors, based in Burlington, VT, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $1.5M 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 | 0.80% |
| $500K - $2.5M | 0.60% |
| $2.5M+ | 0.40% |
In addition to AUM fees, Shipwright Advisors charges a recurring fixed fee paid monthly in advance, ranging from $80 to $4,800. Fees are negotiable.
Fee Estimator
Location
50 Lakeside Ave #106, Burlington, VT, 05401
Get directionsHistory
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
David provides non-advisory related business strategy consulting services. This activity accounts for about 10% of David's time during trading hours.
Employment History
Current Registrations
Shipwright Advisors
Previous Registrations
Private Client Services, LLCBroker
Triad Advisors LLCBroker
Frazier Financial Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.