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Joshua Lowe

Newedge Advisors
27 Years of Experience
Lakewood Ranch, FL
2 DisclosuresBroker
View SEC Summary
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Joshua Lowe is a registered investment advisor at Newedge Advisors, based in Lakewood Ranch, FL, with 27 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8209 Natures Way, Ste. 207, Lakewood Ranch, FL, 34202

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Denied
Customer Dispute
September 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2025 - Present · 1 yr
Newedge Securities, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2009 - October 2025 · 16 yrs 5 mos
Raymond James Financial Services
December 2008 - October 2009 · 10 mos
Raymond James Financial Services, INC.Broker
December 2008 - October 2025 · 16 yrs 10 mos
Banc of America Investment Services, INC.
October 2006 - October 2008 · 2 yrs
Banc of America Investment Services, INC.Broker
October 2006 - October 2008 · 2 yrs
Wachovia Securities, LLC
August 2001 - October 2006 · 5 yrs 2 mos
Wachovia Securities, LLCBroker
August 2001 - October 2006 · 5 yrs 2 mos
Amsouth Investment Services, INC.Broker
August 1998 - August 2001 · 3 yrs
State Registrations2 states
FLNH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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