Jane Lowry is a registered investment advisor at Motive Wealth Advisors, LLC, based in Birmingham, MI, with 1 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 80 clients with $320M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Motive Wealth Advisors' annual investment management fee is based on the value of your investments. The fee can range up to 1% per year. Some clients with complex situations may have an additional flat fee. The fee is charged quarterly. Fees can be structured as a tiered schedule or a flat fee.
Location
Birmingham, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Motive Wealth Advisors, LLC
State Registrations3 states
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