Gregory Lowe is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Columbia, MD, with 23 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
Fee Estimator
Location
6230 Old Dobbin Lane, Suite 170, Columbia, MD, 21046
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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
Gregory is a principal and investment adviser representative of Lowe & Associates, Ltd., a registered investment advisor. Details are listed in Item 12 of the filing.
Employment History
Current Registrations
Mai Capital Management, LLC
Previous Registrations
Lowe Wealth Advisors, LLC
Lowe Fs
Royal Alliance Associates, INC.
State Registrations2 states
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