Alec Spencer Lowell

A.G.P / Alliance Global Partners

11 Years of Experience

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Firm Information

A.G.P / Alliance Global Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

123 advisors

Number of Clients

5,849 clients

Average Client Portfolio

$289K average

Assets Under Management

$1.7B

Fee Structure

A.G.P. charges fees based on a percentage of assets under management, which are negotiable and range up to 3%. These fees are payable quarterly in advance. Financial planning services are charged on an hourly basis. A.G.P. also sponsors a Wrap Fee Program with fees ranging up to 2%.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431

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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.

Other Business ActivitiesSells Insurance

Alec is involved in several investment-related DBAs, including A.I.D. Wealth Management, The A.I.D. Group, The 401(K)ompany, Lowell Newman, Dynamic Life Insurance Strategies, and Advisors Insurance Design. He also operates ASL Financial LLC to receive fees, and dedicates nearly full-time hours to securities trading and sales.