Adriane Lowe
Adriane Lowe is a CFP, ChFC-designated registered investment advisor at The Wealth Consulting Group, based in Westlake Village, CA, with 47 years of industry experience. Adriane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.
Fee Estimator
Location
30700 Russell Ranch Rd, Suite 140, Westlake Village, CA, 91362
Get directionsHistory
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
Adriane operates her LPL business under the DBA Wealth Consulting Group and dedicates full-time hours to it. She also provides investment advisory services through WCG Wealth Advisors, LLC, spending full-time hours on this activity, and is a non-variable insurance agent selling life, disability, long-term care, and fixed annuities, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations5 states
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.
Exams
More Advisors
- Veronica Osmonov, CFPAdvisor Share Wealth Management, LLC
- Todd Much, CFPCts Financial Planning, INC.
- Debra Fields, CFPIndivisible Partners
- Karen Hall, ChFCEagle Strategies LLC
- Kenneth Butler, CFPButler Financial Services, LTD.
- Diane Galvin, CFPUBS Financial Services INC.