Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
454 clients
Average Client Portfolio
$947K average
Assets Under Management
$429.8M

Fee Structure

Minimum Investment:$200K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $600K1.20%
$600K - $1.0M0.90%
$1.0M - $3.0M0.80%
$3.0M - $6.0M0.70%
$6M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3070 Saturn Street, Suite 101, Brea, CA, 92821

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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
Lighthouse Financial Services INC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Next Financial Group, INC.Broker
November 2014 - November 2017 · 3 yrs
Next Financial Group, INC.
November 2014 - November 2017 · 3 yrs
Lowell Wealth Management
May 2014 - November 2014 · 6 mos
Lowell & Company, INC.Broker
July 2013 - November 2014 · 1 yr 4 mos
State Registrations3 states
CANETX
Advisor
Exams
No exam information available for this advisor.
Jayce Alan Lowe - Financial Advisor | TrueAdvisor