Brian D. Lowder Inc. provides financial planning and investment management services. Financial planning covers areas like tax, retirement, estate, business, and college funding. Investment management involves creating a tailored Investment Policy Statement and managing a portfolio of securities. The firm prioritizes fundamental analysis, diversification, and a long-term investment horizon.
Assets Under Management$390M
Clients195
Advisors3
Avg. per Client$2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable from $2,000,001 and up. The rate of 0.7% was used for the negotiable tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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