Lowell Bass is a registered investment advisor at Bf, LLC, based in Houston, TX, with 30 years of industry experience. Lowell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bass Financial charges an annual fee based on a percentage of the assets they manage. The percentage varies depending on the type of account (taxable or tax-deferred) and the amount invested. The fees are billed quarterly in advance.
For taxable accounts, the fee for equity/balanced accounts ranges from 2.50% on the first $500,000 to 1.30% for amounts between $5,000,001 and $10,000,000. For fixed income accounts, the fee ranges from 1.00% to 0.25% for the same asset ranges.
For tax-deferred accounts, the fee for equity/balanced accounts ranges from 2.50% on the first $250,000 to 1.50% for amounts between $2,500,001 and $10,000,000. For fixed income accounts, the fee ranges from 0.85% to 0.20% for the same asset ranges.
Location
770 South Post Oak Lane, Suite 690, Houston, TX, 77056
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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 Activities
Lowell provides life coaching as a sole proprietor to individuals since 2016. This takes a few hours per week.
Employment History
Current Registrations
Bf, LLC
Previous Registrations
Rhj Financial, INC.
Taggart Financial Group, INC.
State Registrations1 state
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