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Brian Lowery

Wealth Watch Advisors, INC
8 Years of Experience
Gresham, OR
Sells Insurance
View SEC Summary
View SEC Summary

Brian Lowery is a registered investment advisor at Wealth Watch Advisors, INC, based in Gresham, OR, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.

Wealth Watch Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,587 clients
Average Client Portfolio
$171K average
Assets Under Management
$612.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 SE Butler Road, Suite 15, Gresham, OR, 97080

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian owns Stoneway Financial Services, an insurance sales business, since 2011 and helps clients implement life insurance and annuity products. This takes about half of his time.

Employment History
Current Registrations
Wealth Watch Advisors, INC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Elevated Capital Advisors, LLC
May 2020 - July 2023 · 3 yrs 2 mos
Regal Investment Advisors LLC
June 2019 - June 2020 · 1 yr
Fusion Capital Management
May 2019 - June 2019 · 1 mo
Onpointe Advisory and Financial Services, LLC
May 2015 - December 2015 · 7 mos
Spc
July 2012 - May 2013 · 10 mos
State Registrations1 state
OR
Advisor

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
No exam information available for this advisor.
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