LD LOWE WEALTH ADVISORY

Overview

LD Lowe Wealth Advisory is an independent registered investment adviser that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small business owners, and pension consulting services. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, and the firm also acts as a seller of other financial products, which helps explain its use of annuities alongside portfolio mandates. Investment activity centers on publicly traded equities and exchange-traded vehicles as the primary building blocks of client portfolios, with an explicit preference for equities. LD Lowe Wealth Advisory manages client assets on a discretionary basis and complements core equity exposure with third-party alternative managers and private placements when appropriate. The adviser is not positioned as a capital allocator; instead, it sources alternatives through external managers and private placement opportunities for eligible clients. The firm is not an active ESG investor and operates as a single-state adviser.

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Location & Offices