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Brent Lowe is a registered investment advisor at Granite Wealth Advisors, based in Temecula, CA, with 17 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $38M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$37.9M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 1.50% |
Fees are negotiable. The aggregate annual fees charged by Adviser shall not exceed 3% of a client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
43471 Ridge Park Drive, Ste E3, Temecula, CA, 92590
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2014Final
Employment History
Current Registrations
Granite Wealth Advisors
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Laurel Wealth Advisors, INC.
March 2012 - April 2020 · 8 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - January 2009 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - January 2009 · 1 mo
State Registrations1 state
CA
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.