Jeff Lowe is a ChFC-designated registered investment advisor at Emerald Blue Advisors, based in Box Elder, SD, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 191 clients with $89M 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% |
Standard annual fee is 1.25% for all assets and 1.50% for options accounts. Fees are generally negotiable and household accounts may be aggregated for discounts.
Fee Estimator
Location
Box Elder, SD
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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.
Exams
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