Lowell
Parker
Merriman, LLC
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About this Advisor
Lowell Parker, a certified financial planner (CFP®) born and raised in Washington State, graduated from the University of Washington with a bachelors degree in economics. He is currently a wealth advisor at Merriman, a firm based in the Pacific Northwest with offices in Washington and Oregon. Parker's practice focuses on retirement income and goal-based planning for successful physicians and their families. In addition, he specializes in serving business owners and retirees. Parker requires his clients to have at least $1 million in investable assets. He primarily works with investors in Eugene, Oregon, Spokane, Washington and Seattle. Parker communicates with his clients on a monthly basis. Parker's firm is a fee-only registered investment advisor that charges clients based on assets under management. The firm charges a 1% fee on accounts with up to $1 million, a 0.8% fee on accounts with between $1 million and $3 million, a 0.6% fee on accounts with between $3 million and $5 million and a 0.4% fee on accounts with more than $5 million. Parker says that the most common mistake he sees investors making is lacking an integrated wealth management plan. He says that his firm's advanced planning process integrates an understanding of how to drive returns and control risk into comprehensive wealth management plans that include tax strategy, estate planning and insurance planning. He manages risk in his client portfolios through high-quality fixed income and mechanical trend following systems. In his spare time, Parker enjoys reading, playing the guitar, running and spending time with his wife, two children and friends.
Certifications and Registrations
Services Offered
Fee Structure
Fiduciary
Office Location
Phone Number
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Advisor Certifications and Licenses
Series 65
CFP®
Investment Advisory Services
- Lifestyle Maintenance
- Wealth Management
- Investment Planning
Lowell Parker Work History
Merriman, LLC
Disclosures
Please visit the SEC profile of Lowell Parker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
