Marc Lowe
Marc Lowe is a CFP-designated registered investment advisor at In the Money Retirement Planning Limited Liability Company, based in Waterford, CT, with 10 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 7 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. The above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Contact
Marc Lowe
Location
161 Boston Post Rd., Suite 4 Office 5, Waterford, CT, 06385
Get directionsHistory
Regulatory History (1)
Financial
August 2018Employment History
Current Registrations
In the Money Retirement Planning Limited Liability Company
Previous Registrations
Fisher Investments
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Spartan Capital Securities, LLCBroker
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