Andrew Owen
Andrew Owen is a registered investment advisor at Goldstone Financial Group, LLC, based in Oakbrook Terrace, IL, with 6 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1,573 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldstone Financial Group (GFG) offers investment management services with fees based on a percentage of your portfolio's value. The fees vary depending on whether you choose a transaction-based or wrap-based account, and which custodian (Charles Schwab or Fidelity) holds your account.
For Charles Schwab accounts:
- Transaction-Based:
- First $1,000,000: 1.20% per year
- Next $1,000,000 to $3,000,000: 0.90% per year
- Over $3,000,000: 0.65% per year
- Wrap-Based:
- First $500,000: 1.50% per year
- Next $500,001 to $1,000,000: 1.20% per year
- Over $1,000,000: 0.95% per year
For Fidelity accounts (Transaction-Based only):
- First $1,000,000: 1.30% per year (GFG 1.20% + Sub-Adviser 0.10%)
- Next $1,000,000 to $3,000,000: 1.00% per year (GFG 0.90% + Sub-Adviser 0.10%)
- Over $3,000,000: 0.75% per year (GFG 0.65% + Sub-Adviser 0.10%)
Fees are negotiable and may be reduced or waived in certain instances. GFG employees and their families may receive discounted or waived fees.
Location
18W140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL, 60181
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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 ActivitiesSells Insurance
Andrew is a baseball instructor at Bash Sports Academy, dedicating a few hours per week to teaching kids baseball. He is also a licensed insurance agent offering life insurance and fixed annuities.
Employment History
Current Registrations
Goldstone Financial Group, LLC
Previous Registrations
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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