JL
JL

Jamie Low

17 Years of Experience
Spokane, WA

Jamie Low is a registered investment advisor at Palouse Capital Management, INC., based in Spokane, WA, with 17 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 767 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
767 clients
Average Client Portfolio
$426K average
Assets Under Management
$326.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Palouse Capital Management charges an annual fee of up to 1.2% of your portfolio, billed quarterly. The exact fee is set forth in the client's agreement. Fees are negotiable and may be lower depending on the size of the account. This fee does not include transaction costs or brokerage charges.

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Location

1212 N Washington Street, Suite 300, Spokane, WA, 99201

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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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Employment History
Current Registrations
Palouse Capital Management, INC.
June 2025 - Present · 11 mos
Previous Registrations
Interfund Management Services, INC.
February 2008 - December 2024 · 16 yrs 10 mos
State Registrations1 state
WA
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.