Jeremy Lowe is a CFP-designated registered investment advisor at Fort Henry Capital, LLC, based in Wheeling, WV, with 23 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 476 clients with $280M 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 $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.25% |
These fees include general financial planning and consulting services. Lower fees apply if financial planning is excluded: 0.75% on the first $500,000, 0.50% on assets between $500,001 and $2,000,000, and 0.25% on assets above $2,000,000. The same lower fees apply to management of retirement plan accounts.
Fee Estimator
Location
48 Fourteenth Street, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fort Henry Capital, LLC
Previous Registrations
Mckinley Carter Wealth Services, INC.
Wachovia Securities Financial Network, LLC
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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