Advisor at Granite Wealth Advisors
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Firm
Granite Wealth Advisors
Location
Temecula, CA 92590
Credentials
Series 66
Industry experience
17 years
Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years with Laurel Wealth Advisors, Inc. Granite Wealth Advisors serves individuals—including high-net-worth clients—trusts, estates, business entities, charitable organizations, and retirement plans. The firm constructs diversified, risk-based portfolios using mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary portfolio management tailored to each client’s financial situation and objectives.
Based on Granite Wealth Advisors
Based on Granite Wealth Advisors
One-time flat fee up to $1,000 for facilitation and coordination services with Wealth.com.
$0 - $1,000,000: Not to exceed 2.5% annually $1,000,001 - $3,000,000: Not to exceed 2.0% annually $3,000,001+: Not to exceed 1.5% annually
Account minimum: $500,000 (subject to negotiation) Fee-only: Annual advisory fees generally range between 1% to 2.5% of assets under management; fees are negotiable.
43471 Ridge Park Drive, Ste E3
Temecula, CA 92590
California
Granite Wealth Advisors
2018 - Present (8 years)
Laurel Wealth Advisors, Inc
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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