Brice Lowe
Brice Lowe is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Wichita, KS, with 16 years of industry experience. Brice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
404 N Greenwich Rd Ste 401, Wichita, KS, 67206
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 →Other Business ActivitiesSells Insurance
Brice offers investment advisory services through Mariner Independent Advisor Network, LLC, dedicating nearly full-time hours to this activity. He also has a business entity for tax/investment purposes, sells non-variable insurance, and owns real estate rental property.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Mariner Advisor Network
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations15 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
- Bradley Moser, CFPPrivate Advisor Group, LLC
- Brendan Obryhim, CFPEdward Jones
- Trevor Phillippi, CFAHightower Advisors, LLC
- Mark Sloan, CFPEdward Jones
- Rex Clevenger, CFPRaymond James Financial Services Advisors, INC
- Alejandro Martinez, CFP, ChFCEagle Strategies LLC