Joshua Lowe
Joshua Lowe is a registered investment advisor at Newedge Advisors, based in Lakewood Ranch, FL, with 27 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
8209 Natures Way, Ste. 207, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2004Customer Dispute
September 2003Other Business Activities
Joshua is the President/CEO of Cornerstone Capital Wealth, a corporation for tax purposes. He spends minimal time on this activity.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Amsouth Investment Services, INC.Broker
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.