BL
CFP
BL
CFP

Brian Thomas Lowery

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
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Location

211 N. Broadway, Suite 600, St. Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
NFP Advisor Services, LLC
December 2013 - April 2016 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
December 2013 - April 2016 · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 2008 - December 2013 · 5 yrs 4 mos
Charles Schwab & CO., INC.
August 2008 - December 2013 · 5 yrs 4 mos
Ameriprise Financial Services, INC.
February 2006 - June 2008 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
January 2006 - June 2008 · 2 yrs 5 mos
State Registrations4 states
ILKYMOTN
Advisor
Exams
No exam information available for this advisor.