John Owens is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Lewes, DE, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 373 clients with $560M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Held-away assets and outside managed assets are included in total account value.
Fee Estimator
Contact
John Owens
Location
Lewes, DE
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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
John Owens is employed by Mason Tax, LLC, providing tax preparation services. This activity takes about 10-20% of his time during normal business hours.
Employment History
Current Registrations
Brooklyn Fi, LLC
Previous Registrations
Vintage Financial Services LLC
State Registrations3 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.
Exams
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