L.D. Lowe Wealth Advisory provides wealth management services, including investment management and financial planning, exclusively through a wrap fee program. Their portfolios typically include stocks, REITs, ETFs, private placements, and limited partnerships. The wrap fee covers trading costs, research, financial plans, client meetings, tax planning, and basic estate document preparation. They also offer advice on alternative investments for accredited investors.
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