Lowell Dever
Lowell Dever is a registered investment advisor at Charter Advisory Corporation, based in Slidell, LA, with 56 years of industry experience. Lowell 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 732 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charter Advisory provides investment advice through programs sponsored by LPL Financial. Fees for these programs are negotiable, with maximum fees as follows:
- Manager Access Select: Up to 2.95% annually (advisory fee up to 2.35% and manager fee up to 0.60%)
- Optimum Market Portfolios (OMP): Up to 2.5%
- Personal Wealth Portfolios (PWP): Up to 2.95% annually (advisory fee up to 2.35% and manager fee up to 0.60%)
- Model Wealth Portfolios (MWP): Up to 2.95% (advisory fee up to 2.35% and manager fee up to 0.60%)
- Guided Wealth Portfolios (GWP): Up to 1.35% (LPL program fee of 0.35% and advisor fee up to 1.00%)
These fees are paid quarterly in advance. Charter and LPL may share in the account fee. Fees are negotiable.
Location
Slidell, LA
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Lowell is licensed in life and health insurance and performs non-variable insurance activities with Dever & Associates. He also provides investment advisory services through Charter Advisory Corporation, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Charter Advisory Corporation
LPL Financial LLCBroker
Previous Registrations
Beam Asset Management
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Allmerica Investments, INC.Broker
Pml Securities CompanyBroker
State Registrations15 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.