Brian Low
Brian Low is a registered investment advisor at Brian Low Financial Group, LLC, based in Baton Rouge, LA, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 809 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be negotiable. Concentrated stock positions may be excluded from the fee calculation.
Fee Estimator
Location
4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Brian is the owner of Brian Low Financial Group, selling annuities, and an agent for Advisors Excel, an annuity and life marketing firm, dedicating nearly full-time hours to these activities. He also owns multiple real estate properties and other businesses, including Low Marketing, Low Builders, Low Risk Management, Low Holdings, Low Leasing, and a Smoothie King franchise.
Employment History
Current Registrations
Brian Low Financial Group, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Banc One Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations2 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.