Loren Downs is a registered investment advisor at Spg Advisors LLC, based in Kirkland, WA, with 9 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 628 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's services only. Synergy Asset Management (SAM) also charges a fee: $0 - $1,000,000: 0.45%, $1,000,001 - $3,000,000: 0.40%, Over $3,000,000: 0.20%. SPGA may waive and/or reduce its portion of the advisory fee paid from SAM based upon certain criteria.
Fee Estimator
Location
11411 NE 124th St, Suite 255, Kirkland, WA, 98034
Get directionsHistory
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
Loren is associated with Strategic Benefits Inc. DBA Sound Planning Group, an insurance firm, since 2015. Loren dedicates about half of his time to this role, with duties including client management, office support, para planning, and working as an insurance agent.
Employment History
Current Registrations
Spg Advisors LLC
State Registrations6 states
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