Grant Lowery
Grant Lowery is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northville, MI, with 3 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
321 N. Center Street, Suite 100, Northville, MI, 48167
Get directionsHistory
Regulatory History (2)
Financial
February 2019Financial
July 2018Other Business Activities
Grant works as an associate/employee at Scott Lowery, CPA, PC, handling office management and preparing tax returns. This takes about 10-20% of Grant's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations21 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
- Scott Lowery, PFSRaymond James Financial Services Advisors, INC
- Nicholas Bonn, CFPRaymond James Financial Services Advisors, INC
- Mark BublitzRaymond James Financial Services Advisors, INC
- Daniel Delano, CFPEdward Jones
- Jody Stolicker, CFPSpc
- Michael Mullenax, CFPSigma Investment Counselors