Kal Owen is a registered investment advisor at Four Quadrant Wealth Advisors, INC., based in Carmel, IN, with 6 years of industry experience. Kal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 100 clients with $220M 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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%. Fees are non-negotiable.
Fee Estimator
Location
11939 N Meridian St, Ste 225, Carmel, IN, 46032
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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
Kal is a Sergeant/Production Controller in the Indiana Army National Guard since 2010. This takes about 10-20% of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Four Quadrant Wealth Advisors, INC.
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations1 state
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.