James Lowell is a registered investment advisor at J.M. Arbour, LLC, based in Gardiner, ME, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 654 clients with $150M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,000. Some models are subject to a separate fee charged by the model manager. These additional fees will range from 0.15% to 0.50% and will only apply to the portion of the portfolio invested in the model.
Fee Estimator
Location
1 Brunswick Avenue, Gardiner, ME, 04345
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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
James works as an insurance agent selling insurance products, dedicating about half his time to this activity. He also works as an Investment Adviser Representative for M Arbour, LLC, spending about half his time in this role.
Employment History
Current Registrations
J.M. Arbour, LLC
Previous Registrations
Foundations Investment Advisors LLC
Foundations Investment Advisors LLC
State Registrations1 state
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