Gavin Owen is a registered investment advisor at Whitwell Advisors, based in Las Vegas, NV, with 5 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 319 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Whitwell reserves the right to charge up to 3% of AUM or to implement non-traditional investment fee structures up to 1.5%. These may include a single flat fee or a layered fee arrangement. A discounted 0.25% rate is offered for accounts consisting solely of low-risk money market and short-term government bond ETFs and mutual funds.
Fee Estimator
Location
Las Vegas, NV
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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
Gavin is a financial services professional at Canyon Ridge Group, LLC, an insurance agency, dedicating about 10-20% of his time. He also manages LL Ventures, LLC, a business holding company, spending minimal time on it.
Employment History
Current Registrations
Whitwell Advisors
Previous Registrations
Crg Wealth, LLC
State Registrations5 states
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