Thomas Lowe is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Newton, MA, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
95 Wells Avenue, Suite 160, Newton, MA, 02459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas receives rental income from real estate and parking spots and has been engaged in rent collection since 2000, dedicating minimal time. He also serves as trustee for two family trusts, managing investments and overseeing fund usage, which also takes minimal time.
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
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