OwenWise Financial provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. OwenWise Financial offers advice on financial planning matters, taxation issues, and trust services, including estate planning. OwenWise Financial manages investments based on individual client needs and goals. The firm does not sell commissioned products and is not affiliated with entities that do.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Existing clients may have been grandfathered in from a lower fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.