Samuel Lowe is a registered investment advisor at Edward Jones, based in Brownsburg, IN, with 9 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
25 N Green St, Brownsburg, IN, 46112-1235
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business Activities
Samuel is a director for Rock Steady Boxing of Brownsburg, a non-profit for individuals with Parkinson's disease. He also owns rental property in Pittsboro, IN, dedicating minimal time to maintaining it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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
More Advisors
- Theodore Burgoon, CFPEdward Jones
- Michael Heinekamp, CFPHeinekamp Financial Planning & Tax Service LLC
- Emily Turner, CFPTeeple Snyder Newsome Wealth & Tax Management
- Alexander Haboush, CFPOsaic Wealth, INC.
- Christopher Mccreery, ChFCState Farm Investment Management CORP.
- Daniel Heinekamp, CFPHeinekamp Financial Planning & Tax Service LLC