Philip Lowe is a CFP-designated registered investment advisor at Total Investment Management, INC., based in Scottsdale, AZ, with 20 years of industry experience. Philip 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, Insurance Planning, and 3 more. Their firm serves 1,340 clients with $1.3B 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 $250K | Included |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
TIM Portfolio clients pay 0.25% annually. TIM Basic clients pay a fixed annual fee. TIM aggregates household accounts to determine the lowest percentage if all accounts are managed as one relationship. The schedule above is for TIM Premier clients.
Fee Estimator
Location
9383 E. Bahia Dr., Ste. 120, Scottsdale, AZ, 85260
Get directionsHistory
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
Philip is the President of Lowe Financial Services, providing financial plans for clients, dedicating a few hours per week to this role. He is also a General Partner of Anjuna Partners, LLC, a pooled investment vehicle, and a licensed insurance agent, potentially recommending insurance products on a commission basis.
Employment History
Current Registrations
Total Investment Management, INC.
Previous Registrations
Invest Financial Corporation
State Registrations2 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.