Brian Owen is a registered investment advisor at Team Wealth & Tax Advisors, based in Temecula, CA, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 358 clients with $230M 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 $250K | 1.65% |
| $250K - $500K | 1.45% |
| $500K - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. For clients with at least $500,000 of assets under management, Team Wealth & Tax Advisors provides complimentary personal tax planning and tax preparation services.
Fee Estimator
Location
40395 Winchester Road, Suite A, Temecula, CA, 92591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Brian is the owner and manager of Client Sense Consulting, an information technology consulting firm, since 2012. This activity takes about 10% of his time.
Employment History
Current Registrations
Team Wealth & Tax Advisors
State Registrations2 states
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