Owen Brown is a CFP-designated registered investment advisor at Foundation Wealth Management, LLC, based in Media, PA, with 3 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 167 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth Management primarily charges a flat annual fee of $12,000 for wealth management services, which includes both investment management and financial planning. This fee is billed quarterly in advance. In limited circumstances, the firm may charge a percentage of your portfolio, and some existing legacy clients remain on lower fixed fees or older asset-based schedules capped at $12,000 per year.
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 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.
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