Mark Vicencio is a registered investment advisor at Lowery Thomas, LLC, based in Pebble Beach, CA, with 26 years of industry experience. Mark 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, Investment Management, and 2 more. Their firm serves 172 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lowery Thomas offers wealth management services for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 1.50%, depending on the scope and complexity of services, the amount of assets managed, and the overall relationship with Lowery Thomas. Fees are paid quarterly.
Location
Pebble Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a CPA and owns an accounting firm since 1999, which is not investment-related. He spends about a quarter of his time on CPA activities and the majority on investment advisory activities.
Employment History
Current Registrations
Lowery Thomas, LLC
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.