Brian Low Financial Group is a registered investment advisor located in Baton Rouge, Louisiana, that manages investment portfolios and provides financial planning and consulting services. The firm specializes in retirement investing and income generation, helping clients build, manage, and preserve their wealth. Brian Low Financial Group offers both discretionary and non-discretionary investment management, building personalized portfolios primarily using equities, exchange-traded funds, mutual funds, and debt securities. In addition to investment management, the firm provides holistic financial planning covering estate planning, tax strategies, charitable giving, and cash flow management, as well as consulting on isolated topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable. Related family accounts may be combined for householding purposes to determine the fee rate.