Mark Lowbridge
Mark Lowbridge is a CFP-designated registered investment advisor at John Hancock Personal Financial Services, LLC, based in Venice, FL, with 25 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 35,589 clients with $2.2B 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 $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
Fees are calculated based on the average daily balance of eligible assets and payable monthly in arrears. Certain plans or plan sponsors may pay participant fees in whole or in part.
Fee Estimator
Location
Venice, FL
Get directionsHistory
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
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLC
John Hancock Distributors LLCBroker
Previous Registrations
Manulife Investment Management (US) LLC
John Hancock Advisers, LLC
John Hancock Distributors LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.Broker
State Registrations51 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.
Exams
More Advisors
- John Holloway, ChFCState Farm Investment Management CORP.
- Jean Larsen, CFPJ. W. Cole Advisors, INC.
- Brian Angelillis, CFPEdward Jones
- Bradley Patton, CFP, ChFCFourthought Financial Partners, LLC.
- James Ball, CFP, ChFCVirtue Capital Management, LLC
- Jorge Romero, CFPLPL Financial LLC