Lowell Washam is a CFP-designated registered investment advisor at Edward Jones, based in Somerset, KY, with 24 years of industry experience. Lowell 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 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
368 N Hwy 27 Suite 2, Somerset, KY, 42503
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Lowell is a color commentator for Forcht Broadcasting, covering high school football, basketball, and baseball, dedicating a few hours per week to each. He also serves as a Harbor Commission Member for the City of Red Wing and is a member of the Kiwanis of Kernersville and the Hannibal Lions Club, dedicating minimal time to these roles.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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
- Jennifer TindallEdward Jones
- Steven Booth, CFPEdward Jones
- Kerry Cowan, CFPLPL Financial LLC
- Seth Atwell, PFSCetera Investment Advisers LLC
- Brent Harpster, CFPLPL Financial LLC
- Jon Harville, PFS