Irwin Lowi
Irwin Lowi is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6404 Wilshire Blvd Ste 1215, Los Angeles, CA, 90048
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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
Irwin owns several real estate rental properties through various LLCs since 1980. He also operates an insurance agency, ABP Insurance Agency, taking about 10-20% of his time, and uses ABP Financial Services as a DBA for his LPL business, taking about 80% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
State Registrations45 states
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