CFP
CFP
Marc Lowe
9 Years of Experience
1 Disclosure
Areas of Practice
Business OwnersCharitable GivingEstate PlanningFinancial Planning & CoachingGen XHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Investment Management is available without an additional fee when participating in our Financial Planning services for Clients with less than $200,000 in managed assets. Ongoing Financial Planning is included without an additional fee for Clients with more than $200,000 in managed assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Marc Lowe
Location
New London, CT
Get directionsHistory
Regulatory History (1)
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Financial
August 2018Final
Employment History
Current Registrations
In the Money Retirement Planning Limited Liability Company
January 2025 - Present · 1 yr 2 mos
Previous Registrations
Fisher Investments
May 2020 - April 2024 · 3 yrs 11 mos
Charles Schwab & CO., INC.
August 2017 - February 2020 · 2 yrs 6 mos
Charles Schwab & CO., INC.Broker
August 2017 - February 2020 · 2 yrs 6 mos
Spartan Capital Securities, LLCBroker
December 2015 - July 2017 · 1 yr 7 mos
State Registrations1 state
CT
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.
Contact
Marc Lowe