Grace Lowe is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Peoria, IL, with 18 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6320 N Sheridan Rd Ste C, Peoria, IL, 61614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grace owns a business at her home address since December 2021, spending about 10-20% of her time. She is also employed by Grace Lowe Inc since July 2022, spending approximately 60 hours per month, or about a third of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations34 states
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