Kenneth Cala is a CFP-designated registered investment advisor at Lowery Thomas, LLC, based in Alameda, CA, with 24 years of industry experience. Kenneth 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
875-A Island Drive, #354, Alameda, CA, 94502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth owns an accounting firm and spends about a quarter of his time on CPA activities. The businesses share common clients providing respective financial services.
Employment History
Current Registrations
Lowery Thomas, LLC
State Registrations1 state
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