David Lowery is a registered investment advisor at Lowery Thomas, LLC, based in Walnut Creek, CA, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 184 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lowery Thomas offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 1.50%, depending on the scope and complexity of services, the amount of assets managed, and the overall relationship with Lowery Thomas. Fees are paid quarterly.
Location
2940 Camino Diablo, Ste 120, Walnut Creek, CA, 94597
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lowery Thomas, LLC
State Registrations1 state
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Exams
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