Jeff Lowe
Jeff Lowe is a ChFC-designated registered investment advisor at Emerald Blue Advisors, based in Laguna Hills, CA, with 14 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 191 clients with $69M 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 | 1.25% |
Fees are negotiable. If a third-party investment manager is used, Emerald Blue Advisors will receive their standard fee in addition to the third-party advisor's fee, not to exceed 2.00% total. Emerald Blue Advisors may receive up to 1.00% of managed client assets for their services.
Fee Estimator
Location
25201 Paseo De Alicia, Suite 125, Laguna Hills, CA, 92653
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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
Jeff has been an independent insurance agent since 2012, selling traditional insurance products through unaffiliated carriers. This activity may involve about 10-20% of his time each month.
Employment History
Current Registrations
Emerald Blue Advisors
Previous Registrations
Nfi Advisors, INC
State Registrations1 state
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.