Owen Brown is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Media, PA, with 2 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 154 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management typically charges a flat fee for wealth management services, ranging from $12,000 to $25,000 per year, billed quarterly in advance. However, accounts opened before January 1, 2015, or transferred from Integrated Wealth Advisors before July 1, 2024, may be subject to an asset-based fee schedule that was in place when the accounts were opened. There is typically a $12,000 minimum annual fee.
Location
9 West Third Street, Media, PA, 19063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foundation Wealth Management, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Brooklyn Plans LLC
State Registrations1 state
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