Jeremy Lowe is a CFP-designated registered investment advisor at Fort Henry Capital, LLC, based in Wheeling, WV, with 24 years of industry experience. Jeremy 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 2 more. Their firm serves 476 clients with $280M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.25% |
Rates shown are for investment advisory services that include general financial planning. Fort Henry Capital also offers investment-only or retirement account management at lower rates: 0.75% on the first $500,000, 0.50% on the next $1,500,000, and 0.25% on amounts over $2,000,000. Fees may be reduced at the firm's discretion based on factors such as familial relationships, anticipated future assets, or account composition.
Fee Estimator
Location
48 Fourteenth Street, Wheeling, WV, 26003
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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 →Employment History
Current Registrations
Fort Henry Capital, LLC
Previous Registrations
Mckinley Carter Wealth Services, INC.
Wachovia Securities Financial Network, LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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
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