Lowell Macher
Lowell Macher is a registered investment advisor at Magnolia Financial Planning Services, INC., based in Seneca, SC, with 16 years of industry experience. Lowell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $190M 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 $100K | 2.00% |
| $100K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
All fees are negotiable. The minimum fee includes fees for full-service financial planning and investment management services.
Fee Estimator
Location
414 Old Clemson Highway, Seneca, SC, 29672
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Magnolia Financial Planning Services, INC.
State Registrations4 states
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