John Owens is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Brooklyn, NY, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 295 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Contact
John Owens
Location
33 Nassau Ave, Brooklyn, NY, 11222
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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 Activities
John Owens is employed by Mason Tax, LLC, providing tax preparation services. This activity takes about 10-20% of his time during normal business hours.
Employment History
Current Registrations
Brooklyn Fi, LLC
Previous Registrations
Vintage Financial Services LLC
State Registrations2 states
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