Mark Lowe
Mark Lowe is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Shrewsbury, NJ, with 41 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
1040 Broad Street, Suite 202, Shrewsbury, NJ, 07702-4331
Get directionsHistory
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
Mark receives trail commissions as an agent of record for fixed annuities, dedicating minimal time to this activity. He is also writing a book on financial products, spending about 10-20% of his time on it, and is president of The Conservative Advisor LLC, though he spends no time on it.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
International Planning Alliance, LLC
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
American Eagle Securities, INC.Broker
Chubb Securities CorporationBroker
State Registrations18 states
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.
Exams
More Advisors
- John Ransom, ChFCPark Avenue Securities LLC
- Bryan Kuderna, CFPPark Avenue Securities LLC
- Christopher Paglia, CFPSanctuary Advisors, LLC
- Henry Frenzel, CFPStifel, Nicolaus & Company, Incorporated
- Ava Brown, CFPStrategic Advisers LLC
- Amanda Toner, CFPStrategic Advisers LLC