Marc Lowell
Marc Lowell is a ChFC-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 35 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2021Other Business ActivitiesSells Insurance
Marc is the President/Owner of multiple DBAs related to wealth management and financial planning, including A.I.D. Wealth Management, The A.I.D. Group, Advisors Insurance Design Group, The 401(K)ompany, and Dynamic Life Insurance Strategies LLC. He also owns Whiskey Hill Lodge, LLC, a real estate rental property, and is a board member for Goodman JFS charity.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Fmsbonds, INC.Broker
Middlebury Securities LLCBroker
Saxum Financial GroupBroker
Summitalliance Securities, L.L.C.Broker
Ameritas Investment CORP.Broker
NFP Securities, INC.Broker
Securities America, INC.Broker
Pml Securities CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.