Scott Lowe is a registered investment advisor at Affinity Wealth LLC, based in Canton, OH, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Retirement Planning. Their firm serves 317 clients with $220M 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 | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Location
4481 Munson St Nw, Suite 302, Canton, OH, 44718
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
September 2014Employment Separation After Allegations
January 2012Employment Separation After Allegations
March 2009Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Scott is an insurance agent for multiple carriers, including Penn Mutual Life Insurance Company, through The Affinity Group, dedicating nearly full-time hours to insurance sales and service. He also owns and oversees renovations for rental properties through SAL Investment Properties and SSSL Investment Properties LLC, spending minimal time on these activities.
Employment History
Current Registrations
Affinity Wealth LLC
Previous Registrations
Affinity Wealth LLC
Integrated Wealth Management, INC.
Hornor, Townsend & Kent, INC.
MML Investors Services, LLC
State Registrations1 state
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.