Mitchell
Lowe
Plante Moran Financial Advisors
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About this Advisor
Mitchell Lowe is a certified financial planner who works out of Ann Arbor, Michigan who has 6 years of relevant experience. Lowe currently works for Plante Moran Financial Advisors. Their career trajectory has included roles at Plante Moran Financial Advisors, Immaculate Heart Of Mary Parish, Aurora North America, University Of Notre Dame, Michigan State University and Meijer. Lowe has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Michigan. Plante Moran Financial Advisors is a company that has its headquarters in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It has $17 billion in assets under management between its 16,199 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises four charities and foundations. Of its 16,199 customer accounts, 87% belong to high-net-worth investors who have more than $1 million in investable assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually depend on the type of services provided. Fee types charged by Plante Moran Financial Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mitchell Lowe Work History
Mitchell has been registered as a financial advisor for 6 years.*
Plante Moran Financial Advisors
Immaculate Heart Of Mary Parish
Plante Moran Financial Advisors
Meijer
Aurora North America
University Of Notre Dame
Michigan State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Lowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plante Moran Financial Advisors
Detroit, MI
Portage, MI
Chicago, IL
Monroe, WA
West Bloomfield, MI
Grand Rapids, MI
East Lansing, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
