John Lowry
John Lowry is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Langhorne, PA, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 2,521 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
118 S. Bellvue Ave, Langhorne, PA, 19047
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Regulatory History (1)
Employment Separation After Allegations
July 2023Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
Newtown Wealth Management INC.
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
Envision Investment Advisors, LLC
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.
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