Brian Lowery is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in St. Louis, MO, with 20 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, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 4,584 clients with $12B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees are negotiable for accounts over $25,000,000. Employees and partners receive discounts. Minimum annual fee is $7,500.
Fee Estimator
Location
211 N. Broadway, Suite 600, St. Louis, MO, 63102
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
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
NFP Advisor Services, LLC
Charles Schwab & CO., INC.
Ameriprise Financial Services, INC.
State Registrations4 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
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- Andrew Phipps, CFPDetalus Advisors, LLC
- Samuel Elmore, CFANisa Investment Advisors, LLC
- Nicholas Stork, CFPWells Fargo Advisors
- Maryann Vognild, CFPFocus Partners Wealth, LLC