Lowell Bass
Advisor at BF, LLC
Updated today
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About
Lowell Bass is a financial advisor at Bass Financial, LLC, an independent firm based in Houston, TX. He holds a Series 63 designation and has 30 years of industry experience, including roles at Taggart Financial Group, Inc. and RHJ Financial, Inc. In addition to his advisory work, he provides life coaching services to individuals. Bass Financial, LLC offers continuous, discretionary portfolio management and investment advice to individuals, qualified retirement plans, and trusts, focusing on personalized investment policies and a combination of asset allocation, long-term holdings, mutual funds, ETFs, and technical analysis.
Fee options
$0 - $500,000: 2.50% Equity/Balanced Accounts (Taxable) $500,001 - $750,000: 2.35% Equity/Balanced Accounts (Taxable) $750,001 - $1,000,000: 2.20% Equity/Balanced Accounts (Taxable) $1,000,001 - $1,500,000: 2.05% Equity/Balanced Accounts (Taxable) $1,500,001 - $2,000,000: 1.90% Equity/Balanced Accounts (Taxable) $2,000,001 - $2,500,000: 1.75% Equity/Balanced Accounts (Taxable) $2,500,001 - $3,000,000: 1.60% Equity/Balanced Accounts (Taxable) $3,000,001 - $4,000,000: 1.50% Equity/Balanced Accounts (Taxable) $4,000,001 - $5,000,000: 1.40% Equity/Balanced Accounts (Taxable) $5,000,001 - $10,000,000: 1.30% Equity/Balanced Accounts (Taxable) $0 - $500,000: 1.00% Fixed Income Accounts (Taxable) $500,001 - $750,000: 0.90% Fixed Income Accounts (Taxable) $750,001 - $1,000,000: 0.83% Fixed Income Accounts (Taxable) $1,000,001 - $1,500,000: 0.67% Fixed Income Accounts (Taxable) $1,500,001 - $2,000,000: 0.60% Fixed Income Accounts (Taxable) $2,000,001 - $2,500,000: 0.53% Fixed Income Accounts (Taxable) $2,500,001 - $3,000,000: 0.47% Fixed Income Accounts (Taxable) $3,000,001 - $4,000,000: 0.40% Fixed Income Accounts (Taxable) $4,000,001 - $5,000,000: 0.27% Fixed Income Accounts (Taxable) $5,000,001 - $10,000,000: 0.25% Fixed Income Accounts (Taxable) $0 - $250,000: 2.50% Equity/Balanced Accounts (Tax Deferred) $250,001 - $500,000: 2.25% Equity/Balanced Accounts (Tax Deferred) $500,001 - $750,000: 2.00% Equity/Balanced Accounts (Tax Deferred) $750,001 - $1,000,000: 1.90% Equity/Balanced Accounts (Tax Deferred) $1,000,001 - $1,500,000: 1.80% Equity/Balanced Accounts (Tax Deferred) $1,500,001 - $2,000,000: 1.70% Equity/Balanced Accounts (Tax Deferred) $2,000,001 - $2,500,000: 1.60% Equity/Balanced Accounts (Tax Deferred) $2,500,001 - $10,000,000: 1.50% Equity/Balanced Accounts (Tax Deferred) $0 - $250,000: 0.85% Fixed Income Accounts (Tax Deferred) $250,001 - $500,000: 0.75% Fixed Income Accounts (Tax Deferred) $500,001 - $750,000: 0.60% Fixed Income Accounts (Tax Deferred) $750,001 - $1,000,000: 0.50% Fixed Income Accounts (Tax Deferred) $1,000,001 - $1,500,000: 0.40% Fixed Income Accounts (Tax Deferred) $1,500,001 - $2,000,000: 0.35% Fixed Income Accounts (Tax Deferred) $2,000,001 - $2,500,000: 0.25% Fixed Income Accounts (Tax Deferred) $2,500,001 - $10,000,000: 0.20% Fixed Income Accounts (Tax Deferred)
Location
770 South Post Oak Lane, Suite 690
Houston, TX 77056-2047
Most active in
Lowell B has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Bass Financial, LLC
2023 - Present (3 years)
RHJ Financial, Inc.
2018 - 2024 (6 years)
Personal Mentor
2015 - Present (11 years)
Taggart Financial Group, Inc.
1993 - 2018 (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Folse Financial
My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!
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