Fred Lowry
Fred Lowry is a registered investment advisor at Brightpath Wealth Advisors LLC, based in Raleigh, NC, with 4 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 140 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BrightPath Wealth Advisors charges an annual investment advisory fee of 1.5% of the total value of your portfolio. This fee may be negotiable. If BrightPath uses sub-advisors to manage your investments, you may pay additional fees, but the total fee will not exceed 3% per year. When assets are managed by Prosperity Capital Advisors, they charge fees ranging from 0.20% to 0.50% depending on the amount invested. Prosperity Capital Advisors also charges a minimum annual advisory fee of $150.00 if the fee schedule does not meet that threshold.
Location
2501 Blue Ridge Rd, Suite 300, Raleigh, NC, 27607
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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
Fred is a sole proprietor involved in insurance sales since 2020, dedicating about a quarter of his time. He also works as a consultant for spa/facial sales and as an adjunct professor at Wake Tech Community College, dedicating minimal time to each.
Employment History
Current Registrations
Brightpath Wealth Advisors LLC
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.