Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on relationship size, services offered, and complexity.
Fee Estimator
Location
3655 Nobel Drive, Suite 200, San Diego, CA, 92122
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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 →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Donnelly Wealth Advisors, INC.
State Registrations2 states
Exams
Additional Information
Brad Owen, CFP®, RLP®, RMA®, is a Senior Vice President and Partner at EP Wealth Advisors. He specializes in retirement planning and working with clients who have complex financial planning needs. Brad attended the University of Notre Dame and began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. He moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017. Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.”