John Candy is a registered investment advisor at Ld Lowe Wealth Advisory, based in Richardson, TX, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
L.D. Lowe Wealth Advisory offers wealth management services, including financial planning and investment management, through a wrap fee program. The annual fee covers investment management, trading costs, custodial fees, and financial planning services. The fee is based on the total value of your investments, including alternative assets and cash. The annual fee is billed quarterly.
Here's the fee schedule:
- Up to $1,000,000.99: 1.95%
- $1,000,001 up to $2,000,000.99: 1.75%
- $2,000,001 up to $4,000,000.99: 1.30%
- $4,000,001 up to $6,000,000.99: 0.95%
- $6,000,001 up to $8,000,000.99: 0.85%
- $8,000,001 up to $10,000,000.99: 0.70%
- $10,000,001 and above: Negotiable
Location
1100 East Campbell Road, Suite 200, Richardson, TX, 75081
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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 →Employment History
Current Registrations
Ld Lowe Wealth Advisory
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations1 state
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